Filed January 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $16,485 |
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 | $163,587 | $74,552+119.4% | $63,018+159.6% | $69,634+134.9% |
| Participation rate | 96.8% | 78.3%+18.6pp | 74.8%+22.0pp | 70.7%+26.2pp |
| Annual return | 14.60% | 15.77%-1.2pp | 87.63%-73.0pp | 27572.26%-27557.7pp |
| Employer contribution / active EE | $10,379 | $2,929+254.3% | $2,761+275.9% | $2,032+410.7% |
| Participant deferral / active EE | $5,465 | $2,974+83.7% | $3,330+64.1% | $3,224+69.5% |
| Admin fee / account holder | $11 | $59-81.5% | $3,601-99.7% | $110-90.0% |