Filed March 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 750 3RD AVE · NEW YORK, NY 10017 | Accounting | $20,633 |
WELL AND GOOD LLC2 years Service code 17 · EIN 27-0984119 1710 ADAMS ST · MADISON, WI 537112142 | Pension Consulting | $5,085 |
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 | $106,685 | $55,002+94.0% | $59,887+78.1% | $56,287+89.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 74.7%+22.0pp | 69.9%+26.9pp |
| Annual return | -3.51% | 1.13%-4.6pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $4,513 | $2,448+84.4% | $2,722+65.8% | $2,111+113.8% |
| Participant deferral / active EE | $7,498 | $3,121+140.2% | $3,402+120.4% | $3,350+123.8% |
| Admin fee / account holder | $52 | $236-77.9% | $3,591-98.5% | $521-90.0% |