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| Provider | Service type | Compensation |
|---|---|---|
INSERO & CO. CPAS, LLP1 year Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $8,500 |
Filed as: FIDELITY INST OPERATIONS CO. INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $246 |
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 | $71,350 | $95,542-25.3% | $69,480+2.7% | $67,584+5.6% |
| Participation rate | 98.3% | 79.4%+18.9pp | 74.6%+23.7pp | 71.3%+27.0pp |
| Annual return | 20.78% | 17.67%+3.1pp | 28.99%-8.2pp | 378.59%-357.8pp |
| Employer contribution / active EE | $0 | $2,989-100.0% | $2,780-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,273 | $3,263+61.6% | $3,537+49.1% | $3,540+49.0% |
| Admin fee / account holder | $9 | $90-90.4% | $3,840-99.8% | $142-93.9% |