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| Provider | Service type | Compensation |
|---|---|---|
TIAA8+ years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $19,508 |
WELL AND GOOD LLC4 years Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $10,800 |
PASQUESI SHEPPARD LLC4 years Service code 10 · EIN 36-4049282 585 N BANK LN · LAKE FOREST, IL 600455307 | Accounting | $9,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,480 | $79,151+18.1% | $60,919+53.4% | $64,824+44.2% |
| Participation rate | 97.8% | 77.7%+20.1pp | 73.1%+24.7pp | 71.5%+26.3pp |
| Annual return | -11.15% | -7.12%-4.0pp | 16.96%-28.1pp | 32.84%-44.0pp |
| Employer contribution / active EE | $2,872 | $3,052-5.9% | $2,704+6.2% | $2,507+14.6% |
| Participant deferral / active EE | $4,326 | $3,727+16.1% | $3,814+13.4% | $4,311+0.3% |
| Admin fee / account holder | $49 | $106-53.5% | $3,228-98.5% | $188-73.8% |