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| Provider | Service type | Compensation |
|---|---|---|
WILLIG, WILLIAMS & DAVIDSON2+ years Service code 29 · EIN 23-2416488 | Legal | $17,964 |
BUCKNO LISICKY & COMPANY2+ years Filed as: BUCKNO, LISICKY & COMPANY PC Service code 10 · EIN 23-2426656 | Accounting | $15,000 |
Filed as: PRUDENTIAL INS CO OF AMERICA Service code 19 · EIN 22-1211670 | Securities Custodian | $0 |
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 | $109,393 | $57,921+88.9% | $84,753+29.1% | $57,658+89.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 6.50% | 10.24%-3.7pp | 22.78%-16.3pp | 5.13%+1.4pp |
| Employer contribution / active EE | $8,667 | $2,598+233.6% | $3,574+142.5% | $1,974+339.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $74 | $130-43.3% | $5,333-98.6% | $95-22.2% |