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| Provider | Service type | Compensation |
|---|---|---|
OLSEN THIELEN & CO., LTD.2 years Service code 10 · EIN 41-1360831 | Accounting | $15,700 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,884 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,925 | $52,293+347.3% | $178,503+31.0% | $73,412+218.6% |
| Participation rate | 83.5% | 65.3%+18.2pp | 81.9%+1.6pp | 72.2%+11.3pp |
| Annual return | 14.45% | 34.75%-20.3pp | 151.12%-136.7pp | 59.30%-44.8pp |
| Employer contribution / active EE | $10,130 | $1,736+483.4% | $5,011+102.1% | $2,234+353.5% |
| Participant deferral / active EE | $5,060 | $2,333+116.8% | $5,202-2.7% | $3,806+32.9% |
| Admin fee / account holder | $50 | $127-60.7% | $13,987-99.6% | $158-68.3% |