Filed July 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC4 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $17,000 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $14,400 |
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,110 | $60,989+36.3% | $60,919+36.4% | $66,949+24.1% |
| Participation rate | 94.1% | 74.5%+19.6pp | 73.1%+21.0pp | 69.8%+24.3pp |
| Annual return | -9.70% | -9.60%-0.1pp | 16.96%-26.7pp | 1.57%-11.3pp |
| Employer contribution / active EE | $2,159 | $2,661-18.9% | $2,704-20.1% | $2,545-15.2% |
| Participant deferral / active EE | $4,827 | $3,615+33.5% | $3,814+26.5% | $4,239+13.9% |
| Admin fee / account holder | $103 | $338-69.5% | $3,228-96.8% | $594-82.6% |