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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 | $101,653+4.3% | $147,080-27.9% | $74,459+42.4% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.2%+15.2pp | 67.2%+30.1pp |
| Annual return | 12.45% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $1,335 | $3,813-65.0% | $4,933-72.9% | $2,626-49.2% |
| Participant deferral / active EE | $8,548 | $7,304+17.0% | $8,066+6.0% | $4,350+96.5% |
| Admin fee / account holder | $214 | $1,752-87.8% | $12,989-98.4% | $1,945-89.0% |