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| Provider | Service type | Compensation |
|---|---|---|
INSERO & CO. CPAS, LLP2 years Filed as: INSERO AND CO. CPAS, LLP Service code 10 · EIN 47-5324570 | Accounting | $8,750 |
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
Filed as: FIDELITY INST OPERATIONS CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $259 |
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 | $79,147 | $84,948-6.8% | $70,492+12.3% | $73,415+7.8% |
| Participation rate | 98.2% | 79.9%+18.2pp | 75.1%+23.1pp | 72.2%+26.0pp |
| Annual return | 14.58% | 13.39%+1.2pp | 109.16%-94.6pp | 59.30%-44.7pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,738-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,689 | $3,387+67.9% | $3,711+53.3% | $3,806+49.5% |
| Admin fee / account holder | $9 | $98-90.8% | $3,848-99.8% | $158-94.3% |