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 | $64,705+49.4% | $62,929+53.6% | $67,986+42.1% |
| Participation rate | 94.4% | 65.6%+28.8pp | 73.1%+21.3pp | 57.2%+37.2pp |
| Annual return | 12.12% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.5pp |
| Employer contribution / active EE | $2,813 | $2,376+18.4% | $2,505+12.3% | $2,019+39.3% |
| Participant deferral / active EE | $5,490 | $3,198+71.7% | $3,888+41.2% | $3,358+63.5% |
| Admin fee / account holder | $326 | $1,428-77.1% | $5,065-93.6% | $3,203-89.8% |