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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $27,370 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $9,975 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,182 | $60,305+107.6% | $81,780+53.1% | $74,400+68.3% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.30% | 16.89%-3.6pp | 776.27%-763.0pp | 1367.51%-1354.2pp |
| Employer contribution / active EE | $8,198 | $2,623+212.5% | $2,914+181.4% | $2,624+212.4% |
| Participant deferral / active EE | $0 | $3,390-100.0% | $4,321-100.0% | $4,348-100.0% |
| Admin fee / account holder | $89 | $1,484-94.0% | $7,384-98.8% | $1,944-95.4% |