Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SKIBBIE CPA, INC.1 year Filed as: SKIBBIE CPA INC. Service code 10 · EIN 27-0851321 211 ASHLEY DRIVE · TULLAHOMA, TN 37388 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,219 | $44,473-74.8% | $76,518-85.3% | $55,725-79.9% |
| Participation rate | 12.3% | 51.0%-38.7pp | 68.0%-55.7pp | 70.9%-58.6pp |
| Annual return | -9.99% | -2.01%-8.0pp | -0.27%-9.7pp | 244.93%-254.9pp |
| Employer contribution / active EE | $381 | $1,101-65.4% | $2,647-85.6% | $2,078-81.7% |
| Participant deferral / active EE | $230 | $1,988-88.4% | $3,836-94.0% | $3,356-93.1% |
| Admin fee / account holder | $306 | $134+127.8% | $4,849-93.7% | $115+165.3% |