Filed October 18, 2022 (most recent of 2 filings on file)
Total covered: 2 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 |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $54,160 |
EISNERAMPER LLP8+ years Service code 10 · EIN 13-1639826 | Accounting | $17,325 |
WELL AND GOOD LLC5 years Service code 27 · EIN 27-0984119 | Advisory (Plan) | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,793 | $79,124+107.0% | $60,899+169.0% | $64,814+152.7% |
| Participation rate | 99.1% | 77.7%+21.4pp | 73.1%+26.0pp | 71.5%+27.6pp |
| Annual return | -11.10% | -7.13%-4.0pp | 16.92%-28.0pp | 32.84%-43.9pp |
| Employer contribution / active EE | $8,619 | $3,050+182.6% | $2,702+218.9% | $2,507+243.8% |
| Participant deferral / active EE | $8,123 | $3,725+118.1% | $3,817+112.8% | $4,310+88.5% |
| Admin fee / account holder | $88 | $106-17.1% | $3,225-97.3% | $188-53.4% |