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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON WEALTH ADVISORS, LLC Service code 27 · EIN 47-5476782 | Advisory (Plan) | $43,580 |
SINGERLEWAK LLP7 years Filed as: SINGER LEWAK LLP Service code 10 · EIN 95-2302617 | Accounting | $25,152 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,740 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,315 | $69,774+45.2% | $67,561+50.0% | $74,429+36.1% |
| Participation rate | 90.7% | 71.4%+19.4pp | 72.9%+17.8pp | 67.2%+23.5pp |
| Annual return | 10.34% | -40.53%+50.9pp | 3525.44%-3515.1pp | 1368.38%-1358.0pp |
| Employer contribution / active EE | $3,278 | $2,710+20.9% | $2,735+19.9% | $2,625+24.9% |
| Participant deferral / active EE | $6,009 | $3,636+65.3% | $4,003+50.1% | $4,348+38.2% |
| Admin fee / account holder | $212 | $890-76.2% | $4,006-94.7% | $1,944-89.1% |