Filed February 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLUM SHAPIRO2 years Filed as: BLUM SHAPIRO & CO., P.C. Service code 99 · EIN 06-1009205 | Other Fees | $9,509 |
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 | $116,143 | $43,338+168.0% | $59,887+93.9% | $64,173+81.0% |
| Participation rate | 81.3% | 69.2%+12.1pp | 74.7%+6.5pp | 69.6%+11.7pp |
| Annual return | -2.45% | -1.55%-0.9pp | 3.46%-5.9pp | 7.63%-10.1pp |
| Employer contribution / active EE | $1,568 | $2,030-22.7% | $2,722-42.4% | $2,381-34.1% |
| Participant deferral / active EE | $4,217 | $2,547+65.5% | $3,402+23.9% | $3,470+21.5% |
| Admin fee / account holder | $84 | $3,007-97.2% | $3,591-97.7% | $4,887-98.3% |