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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $15,000 |
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 | $137,253 | $68,408+100.6% | $57,196+140.0% | $57,658+138.0% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 6.16% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.0pp |
| Employer contribution / active EE | $5,156 | $2,869+79.7% | $2,683+92.2% | $1,974+161.2% |
| Participant deferral / active EE | $4,300 | $2,903+48.1% | $3,096+38.9% | $3,061+40.5% |
| Admin fee / account holder | $14 | $70-80.3% | $3,141-99.6% | $95-85.5% |