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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA1+ years Service code 10 · EIN 34-1900872 | Accounting | $7,280 |
Filed as: FAULKNER HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $5,936 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,777 | $45,152-38.5% | $73,836-62.4% | $59,633-53.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.40% | 27.40%-27.8pp | 2268.06%-2268.5pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,381 | $1,901+25.2% | $2,787-14.6% | $2,203+8.1% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $279 | $3,515-92.1% | $4,882-94.3% | $4,297-93.5% |