Filed February 28, 2023
Total covered: 6 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BEDERSON LLP2 years Service code 10 · EIN 22-2978848 PO BOX 1369 · WEST CALDWELL, NJ 070071369 | Accounting | $15,733 |
TIAA3 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $11,064 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Accounting | $10,439 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,693 | $60,989+53.6% | $60,899+53.8% | $66,930+40.0% |
| Participation rate | 94.7% | 74.5%+20.3pp | 73.1%+21.6pp | 69.8%+24.9pp |
| Annual return | -15.19% | -9.60%-5.6pp | 16.92%-32.1pp | 1.57%-16.8pp |
| Employer contribution / active EE | $5,704 | $2,661+114.4% | $2,702+111.1% | $2,545+124.1% |
| Participant deferral / active EE | $6,909 | $3,615+91.1% | $3,817+81.0% | $4,238+63.0% |
| Admin fee / account holder | $122 | $338-64.0% | $3,225-96.2% | $593-79.5% |