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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 LLP3 years Service code 10 · EIN 14-1442607 26 COMPUTER DR W · ALBANY, NY 12205 | Accounting | $14,500 |
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $8,480 |
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 | $81,939 | $42,910+91.0% | $60,919+34.5% | $68,490+19.6% |
| Participation rate | 77.1% | 66.8%+10.4pp | 73.1%+4.0pp | 67.9%+9.2pp |
| Annual return | -8.93% | -13.99%+5.1pp | 16.96%-25.9pp | -7.85%-1.1pp |
| Employer contribution / active EE | $2,604 | $1,978+31.6% | $2,704-3.7% | $2,597+0.3% |
| Participant deferral / active EE | $2,793 | $2,866-2.5% | $3,814-26.8% | $4,028-30.7% |
| Admin fee / account holder | $107 | $3,104-96.6% | $3,228-96.7% | $5,403-98.0% |