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| Provider | Service type | Compensation |
|---|---|---|
CURCIO WEBB3 years Filed as: CURCIO WEBB, LLC. Service code 11 · EIN 36-4171366 610 16TH STREET · OAKLAND, CA 94612 | Actuarial | $28,783 |
S.R. SNODGRASS, P.C.1 year Filed as: S.R. SNODGRASS, PC Service code 10 · EIN 25-1616561 2009 MACKENZIE WAY, SUITE 340 · CRANBERRY TOWNSHIP, PA 16066 | Accounting | $20,387 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $142,100-100.0% | $353,945-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 20.8%-20.8pp | 43.0%-43.0pp |
| Annual return | 2.04% | 9.86%-7.8pp | 10.57%-8.5pp | 259.14%-257.1pp |
| Employer contribution / active EE | $1,768 | $37,630-95.3% | $29,483-94.0% | $41,471-95.7% |
| Participant deferral / active EE | $0 | $54-100.0% | $150-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $505-100.0% | $2,009-100.0% | $21,546-100.0% |