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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $16,966 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 038484404 | Accounting | $13,260 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Accounting | $9,337 |
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 | $101,093 | $64,705+56.2% | $62,929+60.6% | $67,986+48.7% |
| Participation rate | 87.4% | 65.6%+21.8pp | 73.1%+14.3pp | 57.2%+30.2pp |
| Annual return | 15.48% | 20.31%-4.8pp | 1063.93%-1048.5pp | 31.67%-16.2pp |
| Employer contribution / active EE | $1,143 | $2,376-51.9% | $2,505-54.4% | $2,019-43.4% |
| Participant deferral / active EE | $3,937 | $3,198+23.1% | $3,888+1.2% | $3,358+17.2% |
| Admin fee / account holder | $134 | $1,428-90.6% | $5,065-97.4% | $3,203-95.8% |