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 | $65,072+72.9% | $66,439+69.4% | $65,306+72.3% |
| Participation rate | 94.2% | 69.1%+25.1pp | 74.5%+19.7pp | 57.7%+36.5pp |
| Annual return | 11.46% | 21.50%-10.0pp | 757.66%-746.2pp | 21.94%-10.5pp |
| Employer contribution / active EE | $2,751 | $2,475+11.1% | $2,637+4.3% | $1,967+39.8% |
| Participant deferral / active EE | $5,773 | $3,234+78.5% | $3,876+48.9% | $2,959+95.1% |
| Admin fee / account holder | $24 | $1,323-98.2% | $6,173-99.6% | $3,480-99.3% |