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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA3+ years Service code 10 · EIN 34-1900872 | Accounting | $10,605 |
Filed as: FAULKNER HOFFMAN & PHILLIPS Service code 29 · EIN 45-1540483 | Legal | $5,965 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,537 | $53,128-44.4% | $86,582-65.9% | $70,126-57.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.70% | 27.66%-16.0pp | 965.08%-953.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $2,194 | $2,068+6.1% | $2,839-22.7% | $2,343-6.3% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $293 | $3,584-91.8% | $4,904-94.0% | $4,645-93.7% |