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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM Service code 10 · EIN 22-2027092 | Accounting | $17,700 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,770 |
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 | $40,324 | $80,177-49.7% | $123,894-67.5% | $57,658-30.1% |
| Participation rate | 73.0% | 74.4%-1.5pp | 81.4%-8.4pp | 70.2%+2.8pp |
| Annual return | 10.87% | 17.90%-7.0pp | 47.52%-36.6pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,610 | $2,913-10.4% | $4,617-43.5% | $1,974+32.2% |
| Participant deferral / active EE | $5,412 | $5,130+5.5% | $5,984-9.6% | $3,061+76.8% |
| Admin fee / account holder | $54 | $106-49.0% | $8,357-99.4% | $95-42.7% |