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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH AND BROWN Service code 99 · EIN 11-1000111 | Other Fees | $14,626 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,276 |
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 | $198,226 | $99,957+98.3% | $149,745+32.4% | $73,497+169.7% |
| Participation rate | 83.1% | 75.7%+7.4pp | 82.5%+0.6pp | 70.7%+12.4pp |
| Annual return | 17.11% | 53.87%-36.8pp | 276.72%-259.6pp | 28.51%-11.4pp |
| Employer contribution / active EE | $1,354 | $3,191-57.6% | $4,646-70.9% | $2,270-40.4% |
| Participant deferral / active EE | $6,167 | $6,073+1.6% | $6,843-9.9% | $3,740+64.9% |
| Admin fee / account holder | $72 | $551-86.9% | $9,312-99.2% | $513-85.9% |