Filed September 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $39,072 |
RAFFA WEALTH MANAGEMENT, LLC3 years Filed as: RAFFA RETIREMENT DBA GRP, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,666 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,000 |
Filed as: MULLEN, SONDBERG, WIMBISH & STONE Service code 10 · EIN 52-1197902 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,641 | $67,594+43.0% | $77,361+24.9% | $69,733+38.6% |
| Participation rate | 94.4% | 71.7%+22.7pp | 75.0%+19.4pp | 62.5%+32.0pp |
| Annual return | 12.12% | 19.20%-7.1pp | 1011.54%-999.4pp | 15.22%-3.1pp |
| Employer contribution / active EE | $2,813 | $2,649+6.2% | $2,990-5.9% | $2,250+25.0% |
| Participant deferral / active EE | $5,490 | $3,401+61.4% | $3,911+40.4% | $3,054+79.8% |
| Admin fee / account holder | $326 | $1,159-71.9% | $5,894-94.5% | $3,102-89.5% |