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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,207 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $5,520 |
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 | $62,513 | $74,552-16.1% | $63,018-0.8% | $69,631-10.2% |
| Participation rate | 97.2% | 78.3%+18.9pp | 74.8%+22.4pp | 70.7%+26.5pp |
| Annual return | 16.31% | 15.77%+0.5pp | 87.62%-71.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,159 | $2,974+39.8% | $3,330+24.9% | $3,224+29.0% |
| Admin fee / account holder | $27 | $59-54.5% | $3,601-99.2% | $110-75.5% |