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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 13 7 WASHINGTON SQUARE · ALBANY, NY 12205 | Contract Administrator | $23,205 |
TROUT EBERSOLE & GROFF LLP2 years Service code 10 1705 OREGON PIKE · LANCASTER, PA 17601 | Accounting | $11,500 |
Service code 99 1801 CALIFORNIA ST 23RD FL · DENVER, CO 80202 | Other Fees | $1,238 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,988 | $52,722+0.5% | $90,430-41.4% | $73,412-27.8% |
| Participation rate | 94.3% | 67.7%+26.6pp | 72.7%+21.6pp | 72.2%+22.1pp |
| Annual return | 12.13% | 20.70%-8.6pp | 1293.73%-1281.6pp | 59.30%-47.2pp |
| Employer contribution / active EE | $1,927 | $1,872+3.0% | $3,262-40.9% | $2,234-13.7% |
| Participant deferral / active EE | $2,707 | $2,810-3.6% | $3,963-31.7% | $3,806-28.9% |
| Admin fee / account holder | $197 | $117+68.6% | $5,613-96.5% | $158+24.8% |