Filed November 26, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP3 years Service code 10 · EIN 27-1728945 | Accounting | $28,755 |
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 | $175,142 | $70,083+149.9% | $59,899+192.4% | $55,727+214.3% |
| Participation rate | 98.2% | 78.4%+19.8pp | 74.7%+23.5pp | 70.9%+27.3pp |
| Annual return | -2.70% | 3.13%-5.8pp | 3.46%-6.2pp | 244.94%-247.6pp |
| Employer contribution / active EE | $6,118 | $2,878+112.5% | $2,723+124.7% | $2,078+194.4% |
| Participant deferral / active EE | $6,355 | $3,079+106.4% | $3,403+86.8% | $3,356+89.4% |
| Admin fee / account holder | $24 | $70-65.5% | $3,592-99.3% | $115-79.0% |