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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $16,384 |
BAKER TILLY US, LLP3 years Service code 10 · EIN 46-2648231 PO BOX 7398 · MADISON, WI 53707 | Accounting | $14,317 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 1 LIBRARY LN · KINGSTON, NH 038484404 | Accounting | $11,900 |
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 | $88,281 | $69,774+26.5% | $67,575+30.6% | $74,459+18.6% |
| Participation rate | 96.2% | 71.4%+24.8pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 15.07% | -40.53%+55.6pp | 3528.98%-3513.9pp | 1369.70%-1354.6pp |
| Employer contribution / active EE | $1,201 | $2,710-55.7% | $2,736-56.1% | $2,626-54.3% |
| Participant deferral / active EE | $4,277 | $3,636+17.6% | $4,003+6.8% | $4,350-1.7% |
| Admin fee / account holder | $146 | $890-83.6% | $3,993-96.3% | $1,945-92.5% |