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| Provider | Service type | Compensation |
|---|---|---|
NYHART4+ years Service code 15 · EIN 35-0966414 | Recordkeeping | $176,702 |
JOHNSON LAMBERT LLP4+ years Service code 10 · EIN 52-1446779 | Accounting | $12,370 |
RUSSELL TRUST COMPANY4+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $7,093 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,100 | $82,546+58.8% | $140,019-6.4% | $75,289+74.1% |
| Participation rate | 98.9% | 88.4%+10.6pp | 87.5%+11.4pp | 72.4%+26.5pp |
| Annual return | -3.86% | -0.36%-3.5pp | 651.19%-655.0pp | -0.04%-3.8pp |
| Employer contribution / active EE | $10,038 | $3,856+160.3% | $5,605+79.1% | $2,405+317.4% |
| Participant deferral / active EE | $4,834 | $5,731-15.7% | $6,927-30.2% | $3,739+29.3% |
| Admin fee / account holder | $122 | $86+42.6% | $10,705-98.9% | $102+19.6% |