Filed July 17, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $17,070 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,865 | $64,705+272.3% | $62,929+282.8% | $67,986+254.3% |
| Participation rate | 96.0% | 65.6%+30.4pp | 73.1%+22.9pp | 57.2%+38.8pp |
| Annual return | 14.71% | 20.31%-5.6pp | 1063.93%-1049.2pp | 31.67%-17.0pp |
| Employer contribution / active EE | $9,172 | $2,376+286.1% | $2,505+266.2% | $2,019+354.4% |
| Participant deferral / active EE | $6,565 | $3,198+105.3% | $3,888+68.8% | $3,358+95.5% |
| Admin fee / account holder | $50 | $1,428-96.5% | $5,065-99.0% | $3,203-98.4% |