Filed February 15, 2024 (most recent of 2 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 |
|---|---|---|
BLUM SHAPIRO1 year Filed as: BLUM SHAPIRO & CO., P.C. Service code 99 · EIN 06-1009205 | Other Fees | $9,400 |
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 | $124,505 | $45,041+176.4% | $63,003+97.6% | $70,131+77.5% |
| Participation rate | 86.5% | 69.5%+16.9pp | 74.8%+11.6pp | 69.5%+16.9pp |
| Annual return | 12.93% | 18.76%-5.8pp | 87.59%-74.7pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,805 | $2,052-12.1% | $2,760-34.6% | $2,342-23.0% |
| Participant deferral / active EE | $4,681 | $2,465+89.9% | $3,329+40.6% | $3,332+40.5% |
| Admin fee / account holder | $51 | $2,836-98.2% | $3,600-98.6% | $4,645-98.9% |