Filed March 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,811 |
EISNERAMPER LLP4 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVE · NEW YORK, NY 10017 | Accounting | $19,110 |
WELL AND GOOD LLC1 year Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Advisory (Plan) | $10,200 |
Filed as: NEW PINNACLE CONSULTING GROUP Service code 17 · EIN 26-1233837 19825-B NORTH COVE ROAD, #105 · CORNELIUS, NC 28031 | Pension Consulting | $6,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,303 | $84,948+56.9% | $70,476+89.1% | $73,412+81.6% |
| Participation rate | 85.8% | 79.9%+5.8pp | 75.1%+10.7pp | 72.2%+13.6pp |
| Annual return | 12.84% | 13.39%-0.5pp | 109.12%-96.3pp | 59.30%-46.5pp |
| Employer contribution / active EE | $4,769 | $2,834+68.3% | $2,738+74.2% | $2,234+113.5% |
| Participant deferral / active EE | $8,001 | $3,387+136.2% | $3,710+115.7% | $3,806+110.2% |
| Admin fee / account holder | $100 | $98+2.1% | $3,847-97.4% | $158-36.6% |