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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $10,700 |
ROBERT S. CATAPANO-FRIEDMAN4+ years Service code 29 · EIN 14-1765503 | Legal | $5,907 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,513 | $55,449-14.3% | $83,831-43.3% | $56,289-15.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -5.76% | -1.38%-4.4pp | 850.99%-856.8pp | -9.96%+4.2pp |
| Employer contribution / active EE | $6,787 | $2,430+179.3% | $3,631+86.9% | $2,111+221.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $209 | $656-68.2% | $5,479-96.2% | $521-60.0% |