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| Provider | Service type | Compensation |
|---|---|---|
GBQ PARTNERS1 year Filed as: GBQ Service code 34 · EIN 31-0719901 | Valuation (appraisals, etc.); Direct ... | $18,000 |
Filed as: BRADY WARE & SCHOENFELD Service code 10 · EIN 35-1476702 | Accounting | $11,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,324 | $62,688-66.0% | $178,528-88.1% | $77,714-72.6% |
| Participation rate | 98.9% | 66.9%+32.1pp | 77.1%+21.8pp | 70.6%+28.4pp |
| Annual return | 18.60% | 16.16%+2.4pp | 27.11%-8.5pp | 31.26%-12.7pp |
| Employer contribution / active EE | $2,568 | $1,912+34.3% | $3,950-35.0% | $2,727-5.8% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $6,278-100.0% | $4,649-100.0% |
| Admin fee / account holder | $102 | $386-73.6% | $10,419-99.0% | $433-76.5% |