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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $27,370 |
CITRIN COOPERMAN5 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $9,975 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,182 | $60,454+107.1% | $81,844+53.0% | $74,459+68.1% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 13.30% | 16.87%-3.6pp | 778.87%-765.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $8,198 | $2,630+211.8% | $2,916+181.1% | $2,626+212.2% |
| Participant deferral / active EE | $0 | $3,398-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $89 | $1,490-94.1% | $7,355-98.8% | $1,945-95.4% |