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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $19,045 |
Filed as: SANSIVERI, KIMBALL & CO., LLP Service code 99 · EIN 05-0255779 | Other Fees | $9,900 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,925 |
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 | $105,900 | $51,620+105.2% | $90,324+17.2% | $65,186+62.5% |
| Participation rate | 98.9% | 68.6%+30.3pp | 73.3%+25.7pp | 70.2%+28.7pp |
| Annual return | 16.97% | 24.94%-8.0pp | 78.15%-61.2pp | 29.39%-12.4pp |
| Employer contribution / active EE | $7,992 | $2,235+257.7% | $2,856+179.9% | $2,177+267.2% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $75 | $384-80.4% | $5,356-98.6% | $847-91.1% |