Filed October 3, 2024
| Provider | Service type | Compensation |
|---|---|---|
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $9,304 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,551-100.0% | $162,072-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 33.1%-33.1pp | 13.5%-13.5pp |
| Annual return | 4.24% | 9.38%-5.1pp | 8.01%-3.8pp | 9.29%-5.0pp |
| Employer contribution / active EE | $18,866 | $9,605+96.4% | $29,476-36.0% | $15,168+24.4% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $630-100.0% | $2,037-100.0% |