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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 | $67,594+27.0% | $77,361+11.0% | $69,733+23.1% |
| Participation rate | 59.5% | 71.7%-12.2pp | 75.0%-15.5pp | 62.5%-3.0pp |
| Annual return | 10.66% | 19.20%-8.5pp | 1011.54%-1000.9pp | 15.22%-4.6pp |
| Employer contribution / active EE | $1,832 | $2,649-30.8% | $2,990-38.7% | $2,250-18.6% |
| Participant deferral / active EE | $3,774 | $3,401+10.9% | $3,911-3.5% | $3,054+23.5% |
| Admin fee / account holder | $124 | $1,159-89.3% | $5,894-97.9% | $3,102-96.0% |