Filed August 4, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
DOWELL GROUP LLP1 year Service code 10 · EIN 36-4027344 | Accounting | $15,895 |
DOWELL GROUP LLP2 years Filed as: DOWELL GROUP, LLP Service code 10 · EIN 36-4027344 | Accounting | $15,805 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $115,814-100.0% | $101,275-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | -92.91% | 56.16%-149.1pp | 46.48%-139.4pp | 302.99%-395.9pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |