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| Provider | Service type | Compensation |
|---|---|---|
PORTFOLIO EVALUATIONS, INC.1+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $30,500 |
CAPALDI REYNOLDS & PELOSI, P.A.1+ years Filed as: CAPALDI, REYNOLDS & PELOSI, Service code 10 · EIN 22-2097516 | Accounting | $30,000 |
O'BRIEN BELLAND & BUSHINSKY1+ years Filed as: O'BRIEN, BELLAND ETAL Service code 29 · EIN 37-1467056 | Legal | $22,015 |
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 | $145,099 | $50,498+187.3% | $75,784+91.5% | $55,191+162.9% |
| Participation rate | 71.5% | 69.4%+2.0pp | 75.8%-4.4pp | 69.2%+2.3pp |
| Annual return | -0.03% | 1.80%-1.8pp | 9.68%-9.7pp | 10.78%-10.8pp |
| Employer contribution / active EE | $4,637 | $2,291+102.4% | $3,323+39.5% | $1,899+144.2% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $231 | $123+87.9% | $5,300-95.6% | $91+154.6% |