Filed January 22, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $16,353 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $14,069 |
TIAA9 years Service code 13 · EIN 13-1624203 | Contract Administrator | $774 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,720 | $65,084+193.0% | $67,681+181.8% | $64,340+196.4% |
| Participation rate | 97.4% | 66.7%+30.7pp | 73.7%+23.7pp | 55.2%+42.2pp |
| Annual return | 15.76% | 20.50%-4.7pp | 590.58%-574.8pp | 24.14%-8.4pp |
| Employer contribution / active EE | $5,960 | $2,398+148.5% | $2,678+122.5% | $1,862+220.2% |
| Participant deferral / active EE | $5,796 | $3,210+80.5% | $3,976+45.8% | $2,980+94.5% |
| Admin fee / account holder | $74 | $1,415-94.7% | $6,100-98.8% | $3,703-98.0% |