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| Provider | Service type | Compensation |
|---|---|---|
TIAA6+ years Service code 21 · EIN 13-1624203 | Bank Trustee | $39,790 |
Filed as: LONG CPA, PLLC Service code 10 · EIN 81-1806291 | Accounting | $6,000 |
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 | $90,648 | $84,948+6.7% | $70,476+28.6% | $73,412+23.5% |
| Participation rate | 98.4% | 79.9%+18.4pp | 75.1%+23.3pp | 72.2%+26.2pp |
| Annual return | 13.67% | 13.39%+0.3pp | 109.12%-95.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $2,713 | $2,834-4.3% | $2,738-0.9% | $2,234+21.4% |
| Participant deferral / active EE | $3,085 | $3,387-8.9% | $3,710-16.9% | $3,806-18.9% |
| Admin fee / account holder | $56 | $98-43.1% | $3,847-98.5% | $158-64.6% |