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 | $65,084+48.5% | $67,681+42.8% | $64,340+50.2% |
| Participation rate | 94.4% | 66.7%+27.7pp | 73.7%+20.7pp | 55.2%+39.2pp |
| Annual return | 12.12% | 20.50%-8.4pp | 590.58%-578.5pp | 24.14%-12.0pp |
| Employer contribution / active EE | $2,813 | $2,398+17.3% | $2,678+5.0% | $1,862+51.1% |
| Participant deferral / active EE | $5,490 | $3,210+71.0% | $3,976+38.1% | $2,980+84.2% |
| Admin fee / account holder | $326 | $1,415-76.9% | $6,100-94.7% | $3,703-91.2% |