Filed July 17, 2025 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $16,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,447 | $69,774+220.2% | $67,575+230.7% | $74,459+200.1% |
| Participation rate | 96.5% | 71.4%+25.1pp | 72.9%+23.6pp | 67.2%+29.3pp |
| Annual return | 12.54% | -40.53%+53.1pp | 3528.98%-3516.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $8,865 | $2,710+227.1% | $2,736+224.1% | $2,626+237.6% |
| Participant deferral / active EE | $6,913 | $3,636+90.1% | $4,003+72.7% | $4,350+58.9% |
| Admin fee / account holder | $41 | $890-95.3% | $3,993-99.0% | $1,945-97.9% |