Filed September 19, 2016 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WALDEN WEALTH PARTNERS LLC5 years Service code 28 · EIN 47-3314008 | Investment Management | $30,450 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $800 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,468 | $69,763+128.6% | $67,502+136.2% | $74,495+114.1% |
| Participation rate | 86.2% | 71.4%+14.8pp | 72.9%+13.3pp | 67.2%+19.0pp |
| Annual return | 12.16% | -40.34%+52.5pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $6,696 | $2,704+147.7% | $2,731+145.2% | $2,623+155.3% |
| Participant deferral / active EE | $6,939 | $3,636+90.8% | $4,000+73.5% | $4,346+59.7% |
| Admin fee / account holder | $64 | $896-92.9% | $3,998-98.4% | $1,942-96.7% |