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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,861 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $9,050 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,185 | $60,454-23.6% | $81,844-43.6% | $74,459-38.0% |
| Participation rate | 91.5% | 63.0%+28.5pp | 72.4%+19.1pp | 67.2%+24.2pp |
| Annual return | 13.62% | 16.87%-3.3pp | 778.87%-765.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $2,513 | $2,630-4.4% | $2,916-13.8% | $2,626-4.3% |
| Participant deferral / active EE | $3,180 | $3,398-6.4% | $4,323-26.5% | $4,350-26.9% |
| Admin fee / account holder | $84 | $1,490-94.4% | $7,355-98.9% | $1,945-95.7% |