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| Provider | Service type | Compensation |
|---|---|---|
ACE TELEPHONE ASSOCIATION2+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $8,750 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,538 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,470 | $51,244+189.7% | $80,977+83.3% | $55,167+169.1% |
| Participation rate | 99.3% | 71.7%+27.6pp | 75.8%+23.4pp | 69.0%+30.3pp |
| Annual return | 5.96% | 17.39%-11.4pp | 17.11%-11.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $3,626 | $1,770+104.8% | $3,715-2.4% | $1,963+84.7% |
| Participant deferral / active EE | $4,891 | $4,418+10.7% | $5,696-14.1% | $3,054+60.1% |
| Admin fee / account holder | $65 | $398-83.7% | $5,517-98.8% | $504-87.2% |