Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WINDES, INC.1 year Service code 10 · EIN 13-1624203 111 W OCEAN BLVD. · LONG BEACH, CA 908027929 | Accounting | $7,100 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD Service code 27 · EIN 27-0984119 1710 ADAMS STREET · MADISON, WI 537112142 | Advisory (Plan) | $6,500 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $3,458 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,241 | $65,322+29.0% | $70,494+19.5% | $73,497+14.6% |
| Participation rate | 97.5% | 77.0%+20.5pp | 75.1%+22.4pp | 70.7%+26.8pp |
| Annual return | 18.00% | 15.71%+2.3pp | 109.16%-91.2pp | 28.51%-10.5pp |
| Employer contribution / active EE | $4,675 | $2,460+90.1% | $2,738+70.7% | $2,270+105.9% |
| Participant deferral / active EE | $5,236 | $3,375+55.2% | $3,711+41.1% | $3,740+40.0% |
| Admin fee / account holder | $44 | $214-79.3% | $3,848-98.8% | $513-91.4% |