Filed September 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC2 years Filed as: RAFFA RETIREMENT DBA GRP, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,364 |
TIAA4 years Service code 64 · EIN 12-1624205 | Recordkeeping Fees | $30,532 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,000 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $2,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,627 | $69,774+22.7% | $67,561+26.7% | $74,429+15.0% |
| Participation rate | 94.4% | 71.4%+23.0pp | 72.9%+21.5pp | 67.2%+27.2pp |
| Annual return | 14.57% | -40.53%+55.1pp | 3525.44%-3510.9pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,332 | $2,710-14.0% | $2,735-14.7% | $2,625-11.2% |
| Participant deferral / active EE | $4,969 | $3,636+36.7% | $4,003+24.1% | $4,348+14.3% |
| Admin fee / account holder | $232 | $890-73.9% | $4,006-94.2% | $1,944-88.0% |