Filed January 29, 2018
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| Provider | Service type | Compensation |
|---|---|---|
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $9,616 |
FID INV INST OPS CO1+ years Service code 50 · EIN 04-2647786 | Direct Payment | -$462 |
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 | $16,053 | $37,039-56.7% | $147,618-89.1% | $59,188-72.9% |
| Participation rate | 82.1% | 63.8%+18.3pp | 84.6%-2.6pp | 69.4%+12.6pp |
| Annual return | 7.25% | 7.19%+0.1pp | 61.98%-54.7pp | 5.51%+1.7pp |
| Employer contribution / active EE | $2,490 | $1,353+84.0% | $5,564-55.3% | $2,098+18.7% |
| Participant deferral / active EE | $3,345 | $2,094+59.8% | $4,895-31.7% | $3,265+2.5% |
| Admin fee / account holder | $2 | $60-95.9% | $11,612-100.0% | $92-97.3% |