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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $10,100 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $8,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,399 | $47,180+163.7% | $149,723-16.9% | $74,473+67.0% |
| Participation rate | 98.4% | 63.4%+35.0pp | 78.8%+19.6pp | 70.7%+27.7pp |
| Annual return | 21.04% | 22.75%-1.7pp | 134.50%-113.5pp | 34.36%-13.3pp |
| Employer contribution / active EE | $4,542 | $1,907+138.1% | $4,821-5.8% | $2,638+72.1% |
| Participant deferral / active EE | $7,164 | $2,730+162.4% | $5,682+26.1% | $4,530+58.1% |
| Admin fee / account holder | $109 | $343-68.3% | $13,215-99.2% | $347-68.6% |