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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $19,594 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $8,850 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,195 |
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 | $118,188 | $66,124+78.7% | $90,461+30.7% | $73,497+60.8% |
| Participation rate | 99.4% | 69.7%+29.8pp | 72.7%+26.7pp | 70.7%+28.8pp |
| Annual return | 13.83% | 17.65%-3.8pp | 1294.76%-1280.9pp | 28.51%-14.7pp |
| Employer contribution / active EE | $9,170 | $2,346+290.8% | $3,264+180.9% | $2,270+303.9% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $74 | $396-81.2% | $5,617-98.7% | $513-85.5% |