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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP8 years Filed as: EISER AMPER Service code 10 · EIN 13-1639826 | Accounting | $14,700 |
APPLE GROWTH PARTNERS5 years Service code 34 · EIN 81-4504770 | Valuation (appraisals, etc.) | $13,900 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,550 | $57,541-57.3% | $95,759-74.4% | $75,177-67.3% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.82% | 34.93%-15.1pp | 28.42%-8.6pp | 160.75%-140.9pp |
| Employer contribution / active EE | $423 | $1,808-76.6% | $2,836-85.1% | $2,671-84.2% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $253 | $4,099-93.8% | $5,678-95.5% | $5,651-95.5% |