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| Provider | Service type | Compensation |
|---|---|---|
MALONEY & NOVOTNY LLC5 years Service code 10 · EIN 34-0677006 | Accounting | $12,500 |
Annual investment return 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 | $92,688 | $50,554+83.3% | $67,681+36.9% | $87,485+5.9% |
| Participation rate | 94.0% | 67.7%+26.3pp | 73.7%+20.3pp | 68.9%+25.1pp |
| Annual return | 9.31% | 17.81%-8.5pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,574 | $2,961+20.7% | $3,976-10.1% | $4,274-16.4% |
| Admin fee / account holder | $80 | $4,132-98.1% | $6,100-98.7% | $7,775-99.0% |