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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 |
TIAA6 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Recordkeeping | $9,476 |
BST & CO. CPA'S LLP4 years Service code 10 · EIN 14-1442607 10 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $8,675 |
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 | $90,042 | $46,599+93.2% | $64,101+40.5% | $75,173+19.8% |
| Participation rate | 85.3% | 65.9%+19.4pp | 72.3%+13.0pp | 67.2%+18.1pp |
| Annual return | 12.56% | 26.06%-13.5pp | 33.72%-21.2pp | 160.72%-148.2pp |
| Employer contribution / active EE | $2,942 | $1,975+48.9% | $2,749+7.0% | $2,671+10.1% |
| Participant deferral / active EE | $3,232 | $2,837+13.9% | $3,881-16.7% | $4,126-21.7% |
| Admin fee / account holder | $120 | $2,956-95.9% | $3,070-96.1% | $5,651-97.9% |