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| Provider | Service type | Compensation |
|---|---|---|
GT REILLY & COMPANY5 years Service code 10 · EIN 04-2513210 | Accounting | $18,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$112,176 |
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 | $181,816 | $79,519+128.6% | $95,968+89.5% | $73,415+147.7% |
| Participation rate | 94.9% | 81.2%+13.7pp | 77.1%+17.8pp | 72.2%+22.7pp |
| Annual return | 24.52% | 19.20%+5.3pp | 91.65%-67.1pp | 59.30%-34.8pp |
| Employer contribution / active EE | $3,150 | $2,048+53.8% | $2,542+24.0% | $2,234+41.0% |
| Participant deferral / active EE | $11,500 | $4,138+177.9% | $4,167+176.0% | $3,806+202.1% |
| Admin fee / account holder | -$83 | $184-145.2% | $6,798-101.2% | $158-152.8% |