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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,720 | $67,984+180.5% | $65,493+191.2% | $74,304+156.7% |
| Participation rate | 97.4% | 66.3%+31.1pp | 73.1%+24.3pp | 60.3%+37.1pp |
| Annual return | 15.76% | 19.87%-4.1pp | 982.45%-966.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $5,960 | $2,491+139.2% | $2,574+131.5% | $2,241+165.9% |
| Participant deferral / active EE | $5,796 | $3,346+73.2% | $3,961+46.3% | $3,767+53.8% |
| Admin fee / account holder | $74 | $1,373-94.6% | $5,028-98.5% | $2,969-97.5% |