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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $48,554 |
GETTRY MARCUS CPA, P.C.2 years Service code 10 · EIN 13-3418879 | Accounting | $18,000 |
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 | $101,369 | $74,347+36.3% | $93,621+8.3% | $67,579+50.0% |
| Participation rate | 100.0% | 80.6%+19.4pp | 75.8%+24.2pp | 71.3%+28.7pp |
| Annual return | 25.10% | 28.07%-3.0pp | 32.76%-7.7pp | 378.56%-353.5pp |
| Employer contribution / active EE | $8,053 | $2,583+211.8% | $2,719+196.2% | $2,148+274.9% |
| Participant deferral / active EE | $8,182 | $4,060+101.5% | $4,070+101.1% | $3,539+131.2% |
| Admin fee / account holder | $56 | $123-54.7% | $7,890-99.3% | $142-60.9% |