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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 28 · EIN 84-4826355 265 FRANKLIN ST · BOSTON, MA 02110 | Investment Management | $19,000 |
BST & CO. CPA'S LLP2 years Service code 10 · EIN 14-1442607 26 COMPUTER DR W · ALBANY, NY 12205 | Accounting | $14,000 |
TIAA4 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $11,081 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,180 | $53,822+75.0% | $75,696+24.4% | $85,850+9.7% |
| Participation rate | 84.7% | 69.1%+15.7pp | 74.8%+9.9pp | 69.3%+15.4pp |
| Annual return | 11.00% | 24.54%-13.5pp | 104.53%-93.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,063 | $2,017+51.9% | $2,743+11.7% | $2,565+19.4% |
| Participant deferral / active EE | $3,849 | $2,895+32.9% | $3,821+0.7% | $3,952-2.6% |
| Admin fee / account holder | $98 | $3,343-97.1% | $3,619-97.3% | $6,260-98.4% |