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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA2+ years Service code 10 · EIN 34-1900872 | Accounting | $7,010 |
THE BOGDAHN GROUP1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $5,000 |
Filed as: FAULKNER HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $3,555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,265 | $48,078-39.1% | $78,676-62.8% | $62,881-53.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.73% | 31.36%-24.6pp | 62.19%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,128 | $2,015+5.6% | $2,850-25.3% | $2,281-6.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $205 | $3,206-93.6% | $4,510-95.5% | $4,296-95.2% |