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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $20,159 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $12,200 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,021 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,605 | $63,768+103.2% | $98,506+31.6% | $79,389+63.3% |
| Participation rate | 99.4% | 69.9%+29.6pp | 73.3%+26.1pp | 70.7%+28.7pp |
| Annual return | 12.65% | 626.18%-613.5pp | 1494.92%-1482.3pp | 116.89%-104.2pp |
| Employer contribution / active EE | $8,170 | $2,558+219.4% | $2,961+175.9% | $2,428+236.5% |
| Participant deferral / active EE | $0 | $3,305-100.0% | $4,277-100.0% | $4,046-100.0% |
| Admin fee / account holder | $85 | $516-83.5% | $5,955-98.6% | $626-86.4% |