Filed November 26, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $17,381 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $66 |
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 | $187,408 | $68,408+174.0% | $57,196+227.7% | $57,661+225.0% |
| Participation rate | 95.9% | 79.1%+16.8pp | 75.3%+20.6pp | 70.2%+25.7pp |
| Annual return | 41.50% | 8.51%+33.0pp | 14.59%+26.9pp | 5.13%+36.4pp |
| Employer contribution / active EE | $5,535 | $2,869+92.9% | $2,683+106.3% | $1,974+180.4% |
| Participant deferral / active EE | $3,257 | $2,903+12.2% | $3,096+5.2% | $3,061+6.4% |
| Admin fee / account holder | $16 | $70-76.6% | $3,141-99.5% | $95-82.8% |