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| Provider | Service type | Compensation |
|---|---|---|
FOX ROTHSCHILD LLP2+ years Service code 99 · EIN 23-1404723 | Other Fees | $22,673 |
Service code 99 · EIN 91-1678671 | Other Fees | $9,020 |
EISNERAMPER LLP1 year Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $9,000 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,862 |
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 | $217,147 | $75,183+188.8% | $123,894+75.3% | $55,167+293.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.56% | 19.01%-11.5pp | 47.52%-40.0pp | 169.23%-161.7pp |
| Employer contribution / active EE | $10,186 | $2,823+260.8% | $4,617+120.6% | $1,963+419.0% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $234 | $663-64.7% | $8,357-97.2% | $504-53.6% |