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| Provider | Service type | Compensation |
|---|---|---|
GARY M. TIBONI, CPA1 year Filed as: GARY M TIBONI CPA Service code 10 · EIN 34-1900872 | Accounting | $10,650 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,526 | $60,119-39.2% | $90,430-59.6% | $79,858-54.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.66% | 71.94%-58.3pp | 1293.73%-1280.1pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,068 | $2,0680% | $3,262-36.6% | $2,471-16.3% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $214 | $3,976-94.6% | $5,613-96.2% | $5,306-96.0% |