Filed November 26, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
O'CONNOR DAVIES, LLP1+ years Service code 10 · EIN 27-1728945 | Accounting | $16,823 |
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 | $137,693 | $67,166+105.0% | $57,357+140.1% | $55,191+149.5% |
| Participation rate | 96.0% | 77.7%+18.3pp | 75.1%+21.0pp | 69.2%+26.9pp |
| Annual return | 1.85% | 4.22%-2.4pp | 24.41%-22.6pp | 10.78%-8.9pp |
| Employer contribution / active EE | $5,693 | $2,812+102.4% | $2,689+111.7% | $1,899+199.8% |
| Participant deferral / active EE | $3,254 | $2,835+14.8% | $3,162+2.9% | $3,046+6.8% |
| Admin fee / account holder | $16 | $44-63.0% | $3,357-99.5% | $91-82.2% |