Filed July 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC5 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $17,000 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $10,350 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,822 | $65,582+35.4% | $64,097+38.6% | $71,529+24.2% |
| Participation rate | 95.6% | 73.2%+22.4pp | 72.3%+23.2pp | 67.9%+27.6pp |
| Annual return | 11.24% | 18.96%-7.7pp | 33.75%-22.5pp | 28.97%-17.7pp |
| Employer contribution / active EE | $2,287 | $2,671-14.3% | $2,750-16.8% | $2,590-11.7% |
| Participant deferral / active EE | $5,112 | $3,628+40.9% | $3,881+31.7% | $4,291+19.1% |
| Admin fee / account holder | $90 | $616-85.4% | $3,070-97.1% | $1,588-94.3% |