Filed February 15, 2024 (most recent of 2 filings on file)
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| 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 | $45,050+176.4% | $63,018+97.6% | $70,126+77.5% |
| Participation rate | 86.5% | 69.5%+16.9pp | 74.8%+11.7pp | 69.5%+16.9pp |
| Annual return | 12.93% | 18.76%-5.8pp | 87.62%-74.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,805 | $2,052-12.0% | $2,761-34.6% | $2,343-23.0% |
| Participant deferral / active EE | $4,681 | $2,466+89.8% | $3,330+40.6% | $3,332+40.5% |
| Admin fee / account holder | $51 | $2,834-98.2% | $3,601-98.6% | $4,645-98.9% |