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| Provider | Service type | Compensation |
|---|---|---|
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $30,081 |
GETTRY MARCUS CPA, P.C.5 years Service code 10 · EIN 13-3418879 | Accounting | $16,625 |
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,635 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,013 | $101,499+4.4% | $147,005-27.9% | $74,546+42.2% |
| Participation rate | 97.4% | 75.5%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 12.45% | 8732.34%-8719.9pp | 418.76%-406.3pp | 1366.03%-1353.6pp |
| Employer contribution / active EE | $1,335 | $3,811-65.0% | $4,934-73.0% | $2,624-49.1% |
| Participant deferral / active EE | $8,548 | $7,304+17.0% | $8,070+5.9% | $4,347+96.6% |
| Admin fee / account holder | $214 | $1,748-87.7% | $13,006-98.4% | $1,944-89.0% |