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| Provider | Service type | Compensation |
|---|---|---|
NAWROCKI SMITH LLP1 year Service code 10 · EIN 74-3216978 | Accounting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,819 |
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 | $27,819 | $69,383-59.9% | $101,275-72.5% | $73,497-62.1% |
| Participation rate | 95.4% | 68.4%+27.0pp | 75.8%+19.6pp | 70.7%+24.7pp |
| Annual return | 21.28% | 18.46%+2.8pp | 46.48%-25.2pp | 28.51%-7.2pp |
| Employer contribution / active EE | $2,352 | $2,628-10.5% | $3,660-35.7% | $2,270+3.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $77 | $704-89.0% | $5,948-98.7% | $513-84.9% |