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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP5+ years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $12,300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,507 | $88,122+1.6% | $141,200-36.6% | $67,584+32.4% |
| Participation rate | 82.9% | 76.5%+6.4pp | 82.5%+0.4pp | 71.3%+11.6pp |
| Annual return | 16.39% | 75.40%-59.0pp | 71.41%-55.0pp | 378.59%-362.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,290 | $5,958-11.2% | $6,710-21.2% | $3,540+49.4% |
| Admin fee / account holder | $6 | $131-95.3% | $10,265-99.9% | $142-95.6% |