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| Provider | Service type | Compensation |
|---|---|---|
XX1 year Service code 10 · EIN 04-2530412 | Accounting | $32,686 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,807 |
Filed as: DIMEO SCHNEIDER AND ASSOCIATES Service code 17 · EIN 36-4001764 | Pension Consulting | $8,750 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 10 · EIN 04-2530412 | Accounting | $3,603 |
Filed as: FIDELITY INVEST INSTITUTIONAL OP CO Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$49,262 |
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 | $79,371 | $64,286+23.5% | $90,970-12.8% | $73,412+8.1% |
| Participation rate | 95.0% | 63.6%+31.4pp | 69.0%+25.9pp | 72.2%+22.8pp |
| Annual return | 19.59% | 21.46%-1.9pp | 134.60%-115.0pp | 59.30%-39.7pp |
| Employer contribution / active EE | $2,116 | $895+136.6% | $2,122-0.3% | $2,234-5.3% |
| Participant deferral / active EE | $4,945 | $2,453+101.6% | $3,373+46.6% | $3,806+29.9% |
| Admin fee / account holder | $7 | $287-97.7% | $5,961-99.9% | $158-95.8% |