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 | $65,084+72.9% | $67,681+66.3% | $64,340+74.9% |
| Participation rate | 94.2% | 66.7%+27.4pp | 73.7%+20.4pp | 55.2%+38.9pp |
| Annual return | 11.46% | 20.50%-9.0pp | 590.58%-579.1pp | 24.14%-12.7pp |
| Employer contribution / active EE | $2,751 | $2,398+14.7% | $2,678+2.7% | $1,862+47.8% |
| Participant deferral / active EE | $5,773 | $3,210+79.8% | $3,976+45.2% | $2,980+93.7% |
| Admin fee / account holder | $24 | $1,415-98.3% | $6,100-99.6% | $3,703-99.4% |