Filed July 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC6 years Service code 26 · EIN 47-3314008 | Advisory (Participants) | $18,200 |
SIKICH LLP6 years Service code 10 · EIN 36-3168081 | Accounting | $11,390 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $3,181 |
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,092 | $69,774+44.9% | $67,575+49.6% | $74,459+35.8% |
| Participation rate | 95.5% | 71.4%+24.1pp | 72.9%+22.6pp | 67.2%+28.3pp |
| Annual return | 13.56% | -40.53%+54.1pp | 3528.98%-3515.4pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $2,767 | $2,710+2.1% | $2,736+1.1% | $2,626+5.4% |
| Participant deferral / active EE | $5,662 | $3,636+55.7% | $4,003+41.4% | $4,350+30.2% |
| Admin fee / account holder | $99 | $890-88.8% | $3,993-97.5% | $1,945-94.9% |