Filed December 30, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LUTZ & COMPANY, PC3 years Filed as: LUTZ AND CARR CPA LLP Service code 10 · EIN 13-1655065 551 5TH AVENUE STE 400 · NEW YORK, NY 101760001 | Accounting | $24,612 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,388 | $52,450+280.1% | $129,397+54.1% | $74,429+167.9% |
| Participation rate | 97.5% | 53.8%+43.7pp | 69.6%+27.9pp | 67.2%+30.3pp |
| Annual return | 12.02% | 15.65%-3.6pp | 9453.98%-9442.0pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $5,711 | $1,532+272.7% | $4,154+37.5% | $2,625+117.6% |
| Participant deferral / active EE | $6,866 | $2,797+145.5% | $4,167+64.8% | $4,348+57.9% |
| Admin fee / account holder | $84 | $2,636-96.8% | $7,679-98.9% | $1,944-95.7% |