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| Provider | Service type | Compensation |
|---|---|---|
BLUM SHAPIRO1+ years Filed as: BLUM, SHAPIRO & CO., P.C. Service code 10 · EIN 06-1009205 29 SOUTH MAIN ST., P.O. BOX 272000 · WEST HARTFORD, CT 061272000 | Accounting | $15,157 |
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 | $196,035 | $67,166+191.9% | $57,357+241.8% | $55,191+255.2% |
| Participation rate | 94.8% | 77.7%+17.0pp | 75.1%+19.7pp | 69.2%+25.6pp |
| Annual return | 2.72% | 4.22%-1.5pp | 24.41%-21.7pp | 10.78%-8.1pp |
| Employer contribution / active EE | $7,783 | $2,812+176.8% | $2,689+189.5% | $1,899+309.9% |
| Participant deferral / active EE | $8,355 | $2,835+194.7% | $3,162+164.2% | $3,046+174.2% |
| Admin fee / account holder | $11 | $44-75.6% | $3,357-99.7% | $91-88.3% |