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| Provider | Service type | Compensation |
|---|---|---|
VENMAN & CO. LLC1 year Service code 10 · EIN 06-0674034 | Accounting | $20,000 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $5,313 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$14,362 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $414,780 | $80,753+413.6% | $136,298+204.3% | $62,293+565.9% |
| Participation rate | 94.5% | 73.5%+21.0pp | 81.9%+12.6pp | 69.5%+25.0pp |
| Annual return | 17.78% | 35.83%-18.1pp | 5156.27%-5138.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $11,725 | $2,884+306.6% | $4,696+149.7% | $2,042+474.1% |
| Participant deferral / active EE | $10,384 | $5,164+101.1% | $6,247+66.2% | $3,169+227.6% |
| Admin fee / account holder | $66 | $525-87.5% | $9,244-99.3% | $479-86.3% |