Filed February 28, 2023
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $29,870 |
BEDERSON LLP4 years Service code 10 · EIN 22-2978848 | Accounting | $14,833 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 46-2648231 | Accounting | $11,616 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,565 | $69,774+68.5% | $67,575+74.0% | $74,459+57.9% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 14.12% | -40.53%+54.7pp | 3528.98%-3514.9pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $5,995 | $2,710+121.2% | $2,736+119.2% | $2,626+128.3% |
| Participant deferral / active EE | $7,210 | $3,636+98.3% | $4,003+80.1% | $4,350+65.8% |
| Admin fee / account holder | $178 | $890-80.0% | $3,993-95.5% | $1,945-90.8% |