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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $9,400 |
PORTFOLIO EVALUATIONS, INC.1+ years Service code 27 15 INDEPENDENCE BLVD 4TH FLOOR · WARREN, NJ 07059 | Advisory (Plan) | $642 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $209 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,581 | $43,550-16.0% | $63,244-42.2% | $52,331-30.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -0.06% | 2.03%-2.1pp | -70.31%+70.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $2,543 | $1,351+88.2% | $2,322+9.5% | $1,882+35.1% |
| Participant deferral / active EE | $2,792 | $2,254+23.9% | $2,953-5.5% | $3,022-7.6% |
| Admin fee / account holder | $40 | $387-89.7% | $5,893-99.3% | $592-93.3% |