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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 87-3671331 | Other Fees | $24,580 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 99 · EIN 27-1728945 | Other Fees | $15,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,840 | $65,084+31.9% | $67,681+26.8% | $64,340+33.4% |
| Participation rate | 59.5% | 66.7%-7.3pp | 73.7%-14.3pp | 55.2%+4.2pp |
| Annual return | 10.66% | 20.50%-9.8pp | 590.58%-579.9pp | 24.14%-13.5pp |
| Employer contribution / active EE | $1,832 | $2,398-23.6% | $2,678-31.6% | $1,862-1.6% |
| Participant deferral / active EE | $3,774 | $3,210+17.5% | $3,976-5.1% | $2,980+26.6% |
| Admin fee / account holder | $124 | $1,415-91.2% | $6,100-98.0% | $3,703-96.7% |