Filed September 19, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC4 years Service code 28 · EIN 47-3314008 | Investment Management | $26,750 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,300 |
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 | $143,854 | $65,582+119.4% | $64,097+124.4% | $71,529+101.1% |
| Participation rate | 95.2% | 73.2%+22.0pp | 72.3%+22.9pp | 67.9%+27.3pp |
| Annual return | 14.28% | 18.96%-4.7pp | 33.75%-19.5pp | 28.97%-14.7pp |
| Employer contribution / active EE | $6,680 | $2,671+150.2% | $2,750+142.9% | $2,590+158.0% |
| Participant deferral / active EE | $6,666 | $3,628+83.7% | $3,881+71.7% | $4,291+55.3% |
| Admin fee / account holder | $57 | $616-90.8% | $3,070-98.2% | $1,588-96.4% |