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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HENDERSON BROS. RET PLAN SERV. Service code 22 · EIN 20-4683855 | Insurance Broker | $32,913 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,991 | $69,771+56.2% | $67,524+61.4% | $74,400+46.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 12.42% | -40.49%+52.9pp | 3519.41%-3507.0pp | 1367.51%-1355.1pp |
| Employer contribution / active EE | $3,030 | $2,710+11.8% | $2,734+10.8% | $2,624+15.5% |
| Participant deferral / active EE | $3,862 | $3,638+6.1% | $4,001-3.5% | $4,348-11.2% |
| Admin fee / account holder | $67 | $889-92.4% | $4,001-98.3% | $1,944-96.5% |