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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WOJESKI AND COMPANY CPAS PC Service code 10 · EIN 14-1798364 | Accounting | $7,000 |
Filed as: TEAL, BECKER & CHIARAMONTE, CPAS PC Service code 15 · EIN 14-1624930 | Recordkeeping | $5,740 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,240 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,983 | $57,976-46.6% | $62,995-50.8% | $62,292-50.3% |
| Participation rate | 91.0% | 75.9%+15.1pp | 74.8%+16.2pp | 69.5%+21.5pp |
| Annual return | 11.36% | 17.54%-6.2pp | 87.57%-76.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $2,137 | $2,415-11.5% | $2,759-22.5% | $2,042+4.6% |
| Participant deferral / active EE | $1,453 | $2,956-50.8% | $3,329-56.3% | $3,169-54.1% |
| Admin fee / account holder | $14 | $276-94.8% | $3,600-99.6% | $479-97.0% |