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 | $16,798 |
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 | $108,819 | $51,769+110.2% | $57,357+89.7% | $52,331+107.9% |
| Participation rate | 95.5% | 75.2%+20.2pp | 75.1%+20.4pp | 68.1%+27.3pp |
| Annual return | 4.20% | 2.43%+1.8pp | 24.41%-20.2pp | 4.54%-0.3pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,455 | $2,794+131.0% | $3,162+104.2% | $3,022+113.6% |
| Admin fee / account holder | $39 | $295-86.7% | $3,357-98.8% | $592-93.4% |