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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $10,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,429 |
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 | $107,273 | $75,388+42.3% | $123,553-13.2% | $55,725+92.5% |
| Participation rate | 99.8% | 75.7%+24.1pp | 82.3%+17.5pp | 70.9%+28.9pp |
| Annual return | 12.14% | 4.48%+7.7pp | 119.21%-107.1pp | 244.93%-232.8pp |
| Employer contribution / active EE | $7,681 | $3,063+150.8% | $4,628+66.0% | $2,078+269.6% |
| Participant deferral / active EE | $10,608 | $5,651+87.7% | $6,426+65.1% | $3,356+216.1% |
| Admin fee / account holder | $25 | $120-79.1% | $9,284-99.7% | $115-78.2% |