Filed November 14, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WINDES, INC.4 years Service code 10 · EIN 95-3001179 | Accounting | $12,000 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,296 |
WELL AND GOOD LLC2 years Filed as: WELL AND GOOD, LLC Service code 27 · EIN 27-0984119 | Advisory (Plan) | $9,340 |
Service code 17 · EIN 26-1233837 | Pension Consulting | $4,280 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,901 | $65,582+58.4% | $64,101+62.1% | $71,511+45.3% |
| Participation rate | 99.4% | 73.2%+26.2pp | 72.3%+27.1pp | 67.9%+31.5pp |
| Annual return | 20.10% | 18.96%+1.1pp | 33.72%-13.6pp | 28.86%-8.8pp |
| Employer contribution / active EE | $5,207 | $2,671+95.0% | $2,749+89.5% | $2,589+101.1% |
| Participant deferral / active EE | $6,219 | $3,628+71.4% | $3,881+60.3% | $4,291+45.0% |
| Admin fee / account holder | $98 | $616-84.0% | $3,070-96.8% | $1,588-93.8% |