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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA4+ years Service code 10 · EIN 34-1900872 | Accounting | $10,613 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $6,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,445 | $49,177-42.2% | $79,467-64.2% | $64,173-55.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.70% | -1.16%-3.5pp | 718.30%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,265 | $2,076+9.1% | $2,800-19.1% | $2,381-4.9% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $286 | $3,839-92.5% | $5,104-94.4% | $4,887-94.1% |