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 | $64,705+194.8% | $62,929+203.1% | $67,986+180.5% |
| Participation rate | 97.4% | 65.6%+31.8pp | 73.1%+24.3pp | 57.2%+40.2pp |
| Annual return | 15.76% | 20.31%-4.6pp | 1063.93%-1048.2pp | 31.67%-15.9pp |
| Employer contribution / active EE | $5,960 | $2,376+150.9% | $2,505+138.0% | $2,019+195.3% |
| Participant deferral / active EE | $5,796 | $3,198+81.2% | $3,888+49.1% | $3,358+72.6% |
| Admin fee / account holder | $74 | $1,428-94.8% | $5,065-98.5% | $3,203-97.7% |