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| Provider | Service type | Compensation |
|---|---|---|
ACE TELEPHONE ASSOCIATION3+ years Service code 10 207 E CEDAR STREET · HOUSTON, MN 55943 | Accounting | $9,100 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,162 |
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 | $182,342 | $59,535+206.3% | $90,161+102.2% | $62,293+192.7% |
| Participation rate | 98.5% | 73.0%+25.4pp | 76.9%+21.6pp | 69.5%+28.9pp |
| Annual return | 17.20% | 23.53%-6.3pp | 34.89%-17.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,239 | $1,826+187.0% | $3,318+57.9% | $2,042+156.5% |
| Participant deferral / active EE | $5,681 | $4,639+22.5% | $5,287+7.4% | $3,169+79.3% |
| Admin fee / account holder | $67 | $337-80.2% | $5,943-98.9% | $479-86.1% |