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| Provider | Service type | Compensation |
|---|---|---|
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $8,800 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $288 |
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 | $66,911 | $74,552-10.2% | $63,018+6.2% | $69,634-3.9% |
| Participation rate | 96.5% | 78.3%+18.3pp | 74.8%+21.7pp | 70.7%+25.8pp |
| Annual return | 19.48% | 15.77%+3.7pp | 87.63%-68.1pp | 27572.26%-27552.8pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,145 | $2,974+73.0% | $3,330+54.5% | $3,224+59.6% |
| Admin fee / account holder | $9 | $59-84.5% | $3,601-99.7% | $110-91.7% |