Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1+ years Service code 10 · EIN 13-1639826 | Accounting | $13,000 |
WELL AND GOOD LLC1+ years Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 | Advisory (Plan) | $8,167 |
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 | Recordkeeping | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,999 | $67,166+96.5% | $57,356+130.1% | $55,191+139.2% |
| Participation rate | 44.0% | 77.7%-33.8pp | 75.1%-31.1pp | 69.2%-25.2pp |
| Annual return | 2.38% | 4.22%-1.8pp | 24.41%-22.0pp | 10.78%-8.4pp |
| Employer contribution / active EE | $3,383 | $2,812+20.3% | $2,689+25.8% | $1,899+78.2% |
| Participant deferral / active EE | $2,959 | $2,835+4.4% | $3,162-6.4% | $3,046-2.9% |
| Admin fee / account holder | $26 | $44-40.8% | $3,357-99.2% | $91-71.6% |