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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $6,796 |
TIAA3+ years Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 | Recordkeeping | $6,372 |
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 | $72,289 | $57,976+24.7% | $63,018+14.7% | $62,293+16.0% |
| Participation rate | 91.0% | 75.9%+15.0pp | 74.8%+16.2pp | 69.5%+21.5pp |
| Annual return | 14.08% | 17.54%-3.5pp | 87.62%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,965 | $2,956+34.1% | $3,330+19.1% | $3,169+25.1% |
| Admin fee / account holder | $33 | $276-88.0% | $3,601-99.1% | $479-93.1% |