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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $10,855 |
ROBERT S. CATAPANO-FRIEDMAN3+ 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 | $56,453 | $161,852-65.1% | $92,240-38.8% | - |
| Participation rate | 100.0% | 64.7%+35.3pp | 76.5%+23.5pp | - |
| Annual return | 12.99% | 7.35%+5.6pp | 176.29%-163.3pp | - |
| Employer contribution / active EE | $7,357 | $1,845+298.7% | $3,680+99.9% | - |
| Participant deferral / active EE | $0 | $2,669-100.0% | $3,897-100.0% | - |
| Admin fee / account holder | $228 | $7,254-96.9% | $5,194-95.6% | - |