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| Provider | Service type | Compensation |
|---|---|---|
UHY LLP6+ years Filed as: UHY, LLP Service code 10 · EIN 20-0694403 | Accounting | $11,275 |
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 | $96,207 | $100,801-4.6% | $149,751-35.8% | $73,415+31.0% |
| Participation rate | 85.2% | 77.7%+7.5pp | 82.5%+2.7pp | 72.2%+13.0pp |
| Annual return | 11.92% | 265.34%-253.4pp | 276.71%-264.8pp | 59.30%-47.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,646-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,665 | $6,404-11.5% | $6,843-17.2% | $3,806+48.8% |
| Admin fee / account holder | $6 | $181-96.9% | $9,312-99.9% | $158-96.4% |