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| Provider | Service type | Compensation |
|---|---|---|
SKIBBIE CPA, INC.3 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,654 | $43,133-42.8% | $89,435-72.4% | $73,497-66.5% |
| Participation rate | 12.8% | 55.0%-42.1pp | 68.0%-55.2pp | 70.7%-57.9pp |
| Annual return | 22.15% | 135.66%-113.5pp | 245.55%-223.4pp | 28.51%-6.4pp |
| Employer contribution / active EE | $237 | $1,438-83.6% | $2,587-90.9% | $2,270-89.6% |
| Participant deferral / active EE | $391 | $2,445-84.0% | $3,890-90.0% | $3,740-89.5% |
| Admin fee / account holder | $190 | $444-57.1% | $4,884-96.1% | $513-62.9% |