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| Provider | Service type | Compensation |
|---|---|---|
SIMON LEVER LLC1 year Filed as: SIMON LEVER LLP Service code 10 · EIN 23-1692578 | Accounting | $13,750 |
Service code 16 · EIN 23-2439467 | Consulting | $10,250 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $8,100 |
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 | $79,083 | $56,640+39.6% | $78,002+1.4% | $55,167+43.4% |
| Participation rate | 85.6% | 73.3%+12.3pp | 75.5%+10.1pp | 69.0%+16.6pp |
| Annual return | 7.78% | 2868.48%-2860.7pp | 425.99%-418.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,705 | $2,778-38.6% | $3,497-51.2% | $3,054-44.2% |
| Admin fee / account holder | $195 | $467-58.3% | $5,481-96.5% | $504-61.4% |