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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $17,302 |
TIAA11+ years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $13,841 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,294 | $45,312+35.3% | $86,233-28.9% | $67,986-9.8% |
| Participation rate | 97.3% | 42.4%+54.8pp | 69.0%+28.2pp | 57.2%+40.1pp |
| Annual return | 12.89% | 24.79%-11.9pp | 61.39%-48.5pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,495 | $1,160+115.1% | $2,504-0.4% | $2,019+23.6% |
| Participant deferral / active EE | $3,918 | $2,185+79.4% | $4,559-14.1% | $3,358+16.7% |
| Admin fee / account holder | $125 | $3,295-96.2% | $8,342-98.5% | $3,203-96.1% |