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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $12,250 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $6,110 |
THE BENEFIT PRACTICE2 years Service code 15 · EIN 13-4144565 | Recordkeeping | $2,942 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $987 |
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 | $187,761 | $98,982+89.7% | $162,177+15.8% | $65,185+188.0% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 19.49% | 24.84%-5.4pp | 115.60%-96.1pp | 29.38%-9.9pp |
| Employer contribution / active EE | $12,921 | $3,467+272.7% | $5,613+130.2% | $2,177+493.6% |
| Participant deferral / active EE | $12,343 | $5,384+129.2% | $7,297+69.2% | $3,514+251.3% |
| Admin fee / account holder | $120 | $596-79.9% | $10,843-98.9% | $847-85.9% |