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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $21,341 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,126 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,541 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,773 | $58,312+105.4% | $86,656+38.2% | $71,529+67.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 14.94% | 24.08%-9.1pp | 593.09%-578.2pp | 28.97%-14.0pp |
| Employer contribution / active EE | $8,349 | $2,576+224.1% | $3,025+176.0% | $2,590+222.4% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $84 | $1,057-92.0% | $5,619-98.5% | $1,588-94.7% |