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| Provider | Service type | Compensation |
|---|---|---|
SKIBBIE CPA, INC.2 years Filed as: SKIBBIE CPA INC. Service code 10 · EIN 27-0851321 211 ASHLEY DRIVE · TULLAHOMA, TN 37388 | Accounting | $6,500 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,731 | $40,522-53.8% | $84,637-77.9% | $67,582-72.3% |
| Participation rate | 12.4% | 51.1%-38.7pp | 68.2%-55.9pp | 71.3%-58.9pp |
| Annual return | 26.24% | 32.72%-6.5pp | 258.82%-232.6pp | 378.57%-352.3pp |
| Employer contribution / active EE | $239 | $1,146-79.2% | $2,653-91.0% | $2,148-88.9% |
| Participant deferral / active EE | $431 | $2,132-79.8% | $3,900-89.0% | $3,539-87.8% |
| Admin fee / account holder | $24 | $145-83.4% | $4,914-99.5% | $142-83.0% |