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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $9,500 |
MFA ASSET MANAGEMENT2+ years Filed as: MFA ASSET MANAGEMENT, LLC Service code 28 · EIN 04-3540481 | Investment Management | $7,478 |
TIAA2+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,994 |
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 | $72,502 | $65,322+11.0% | $70,462+2.9% | $73,493-1.3% |
| Participation rate | 95.6% | 77.0%+18.6pp | 75.1%+20.5pp | 70.7%+24.9pp |
| Annual return | 17.77% | 15.71%+2.1pp | 109.08%-91.3pp | 28.51%-10.7pp |
| Employer contribution / active EE | $1,116 | $2,460-54.6% | $2,737-59.2% | $2,270-50.8% |
| Participant deferral / active EE | $3,469 | $3,375+2.8% | $3,710-6.5% | $3,740-7.2% |
| Admin fee / account holder | $91 | $214-57.4% | $3,845-97.6% | $513-82.2% |