Filed July 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC7 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $22,000 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $12,250 |
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $275 |
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 | $112,524 | $67,594+66.5% | $77,361+45.5% | $69,733+61.4% |
| Participation rate | 94.2% | 71.7%+22.5pp | 75.0%+19.2pp | 62.5%+31.7pp |
| Annual return | 11.46% | 19.20%-7.7pp | 1011.54%-1000.1pp | 15.22%-3.8pp |
| Employer contribution / active EE | $2,751 | $2,649+3.9% | $2,990-8.0% | $2,250+22.2% |
| Participant deferral / active EE | $5,773 | $3,401+69.7% | $3,911+47.6% | $3,054+89.0% |
| Admin fee / account holder | $24 | $1,159-97.9% | $5,894-99.6% | $3,102-99.2% |