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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARNES DENNIG AND CO LTD Service code 99 · EIN 31-1119890 | Other Fees | $5,500 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,300 |
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 | $98,980 | $65,376+51.4% | $87,104+13.6% | $65,185+51.8% |
| Participation rate | 99.0% | 75.3%+23.7pp | 76.9%+22.2pp | 70.2%+28.8pp |
| Annual return | 18.43% | 31.27%-12.8pp | 28.19%-9.8pp | 29.38%-11.0pp |
| Employer contribution / active EE | $4,241 | $1,822+132.7% | $2,521+68.2% | $2,177+94.8% |
| Participant deferral / active EE | $8,902 | $3,388+162.7% | $4,048+119.9% | $3,514+153.3% |
| Admin fee / account holder | $32 | $520-93.9% | $7,491-99.6% | $847-96.2% |