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| Provider | Service type | Compensation |
|---|---|---|
FREED MAXICK CPAS PC2 years Filed as: FREED MAXICK CPAS, P.C. Service code 10 · EIN 45-4051133 | Accounting | $8,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,872 | $64,909-70.9% | $82,312-77.1% | $62,293-69.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 76.9%+8.8pp | 69.5%+16.2pp |
| Annual return | 10.89% | 21.18%-10.3pp | 25.88%-15.0pp | 28.90%-18.0pp |
| Employer contribution / active EE | $673 | $1,676-59.9% | $2,428-72.3% | $2,042-67.1% |
| Participant deferral / active EE | $2,082 | $3,103-32.9% | $3,706-43.8% | $3,169-34.3% |
| Admin fee / account holder | $72 | $440-83.7% | $5,608-98.7% | $479-85.1% |