Filed March 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVE · NEW YORK, NY 100172703 | Accounting | $20,632 |
WELL AND GOOD LLC1 year Service code 27 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Advisory (Plan) | $6,000 |
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 | $111,279 | $57,976+91.9% | $63,018+76.6% | $62,293+78.6% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 13.27% | 17.54%-4.3pp | 87.62%-74.4pp | 28.90%-15.6pp |
| Employer contribution / active EE | $4,311 | $2,415+78.5% | $2,761+56.2% | $2,042+111.1% |
| Participant deferral / active EE | $6,842 | $2,956+131.5% | $3,330+105.5% | $3,169+115.9% |
| Admin fee / account holder | $55 | $276-80.2% | $3,601-98.5% | $479-88.6% |