Filed November 26, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $35,929 |
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 | $192,248 | $74,552+157.9% | $63,018+205.1% | $69,634+176.1% |
| Participation rate | 97.8% | 78.3%+19.5pp | 74.8%+23.0pp | 70.7%+27.1pp |
| Annual return | 13.57% | 15.77%-2.2pp | 87.63%-74.1pp | 27572.26%-27558.7pp |
| Employer contribution / active EE | $5,898 | $2,929+101.4% | $2,761+113.6% | $2,032+190.2% |
| Participant deferral / active EE | $6,166 | $2,974+107.3% | $3,330+85.2% | $3,224+91.3% |
| Admin fee / account holder | $31 | $59-47.9% | $3,601-99.1% | $110-72.0% |