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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 | $51,184+81.1% | $66,439+39.5% | $86,983+6.6% |
| Participation rate | 94.0% | 68.5%+25.5pp | 74.5%+19.5pp | 69.5%+24.5pp |
| Annual return | 9.31% | 17.07%-7.8pp | 757.66%-748.4pp | 25.83%-16.5pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,574 | $2,927+22.1% | $3,876-7.8% | $4,194-14.8% |
| Admin fee / account holder | $80 | $4,154-98.1% | $6,173-98.7% | $7,856-99.0% |