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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $9,360 |
ROBERT S. CATAPANO-FRIEDMAN1+ years Service code 29 · EIN 14-1765503 | Legal | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,278 | $52,678-14.0% | $75,784-40.3% | $59,633-24.1% |
| Participation rate | 98.9% | 67.2%+31.6pp | 75.8%+23.0pp | 68.7%+30.2pp |
| Annual return | -2.21% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $8,128 | $2,193+270.6% | $3,323+144.6% | $2,203+269.0% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $246 | $3,610-93.2% | $5,300-95.4% | $4,297-94.3% |