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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,504 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 11-1000111 | Other Fees | $14,554 |
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 | $178,816 | $89,652+99.5% | $141,197+26.6% | $65,186+174.3% |
| Participation rate | 79.9% | 74.7%+5.2pp | 82.5%-2.6pp | 70.2%+9.7pp |
| Annual return | 24.99% | 32.79%-7.8pp | 71.41%-46.4pp | 29.39%-4.4pp |
| Employer contribution / active EE | $1,050 | $3,065-65.7% | $4,736-77.8% | $2,177-51.8% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,710-100.0% | $3,514-100.0% |
| Admin fee / account holder | $71 | $569-87.4% | $10,265-99.3% | $847-91.6% |