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| Provider | Service type | Compensation |
|---|---|---|
INSERO & CO. CPAS, LLP3 years Service code 10 · EIN 47-5324570 | Accounting | $8,250 |
Filed as: FIDELITY INST OPERATIONS CO. INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $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 | $62,058 | $70,083-11.5% | $59,899+3.6% | $55,727+11.4% |
| Participation rate | 96.5% | 78.4%+18.2pp | 74.7%+21.8pp | 70.9%+25.7pp |
| Annual return | -1.16% | 3.13%-4.3pp | 3.46%-4.6pp | 244.94%-246.1pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,723-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,043 | $3,079+63.8% | $3,403+48.2% | $3,356+50.3% |
| Admin fee / account holder | $9 | $70-87.6% | $3,592-99.8% | $115-92.5% |