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| Provider | Service type | Compensation |
|---|---|---|
BST & CO. CPA'S LLP1 year Service code 10 · EIN 14-1442607 26 COMPUTER DR W · ALBANY, NY 12205 | Accounting | $8,692 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $8,365 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $90,115 | $49,255+83.0% | $70,494+27.8% | $79,856+12.8% |
| Participation rate | 92.2% | 69.2%+23.0pp | 75.1%+17.1pp | 69.6%+22.5pp |
| Annual return | 11.24% | 30.10%-18.9pp | 109.16%-97.9pp | 31.71%-20.5pp |
| Employer contribution / active EE | $3,352 | $2,100+59.6% | $2,738+22.4% | $2,471+35.6% |
| Participant deferral / active EE | $4,370 | $2,768+57.9% | $3,711+17.8% | $3,741+16.8% |
| Admin fee / account holder | $62 | $2,879-97.8% | $3,848-98.4% | $5,306-98.8% |