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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP4+ years Filed as: WISS & COMPANY LLP Service code 10 · EIN 22-1732349 | Accounting | $17,000 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 25 · EIN 04-2647786 | Directed Trustee | $12,969 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $136,363 | $40,174+239.4% | $84,021+62.3% | $67,579+101.8% |
| Participation rate | 100.0% | 62.7%+37.3pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | 0.69% | 25.82%-25.1pp | 71.32%-70.6pp | 378.56%-377.9pp |
| Employer contribution / active EE | $8,696 | $808+976.8% | $1,984+338.3% | $2,148+304.9% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,239-100.0% | $3,539-100.0% |
| Admin fee / account holder | $30 | $128-76.8% | $6,102-99.5% | $142-79.1% |