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| Provider | Service type | Compensation |
|---|---|---|
WISS & COMPANY, LLP6+ 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 | $5,281 |
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 | $180,975 | $50,956+255.2% | $96,575+87.4% | $86,813+108.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 21.18% | 21.27%-0.1pp | 37.79%-16.6pp | 97.93%-76.7pp |
| Employer contribution / active EE | $9,521 | $1,111+757.2% | $2,357+304.0% | $2,406+295.7% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $12 | $166-92.8% | $6,182-99.8% | $170-93.0% |