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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $18,512 |
Filed as: SANSIVERI, KIMBALL & CO., LLP Service code 99 · EIN 05-0255779 | Other Fees | $17,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,600 |
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 | $96,067 | $44,873+114.1% | $79,467+20.9% | $56,289+70.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 73.3%+26.7pp | 69.9%+30.1pp |
| Annual return | -2.84% | 0.81%-3.7pp | 718.30%-721.1pp | -9.96%+7.1pp |
| Employer contribution / active EE | $6,808 | $2,140+218.2% | $2,800+143.1% | $2,111+222.5% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $80 | $418-81.0% | $5,104-98.4% | $521-84.7% |