Filed July 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $28,650 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $6,775 |
O'CONNOR DAVIES, LLP1+ years Service code 10 500 MAMARONECK AVE STE 301 · HARRISON, NY 10528 | Accounting | $5,645 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,629 | $36,926-49.6% | $156,551-88.1% | $57,661-67.7% |
| Participation rate | 63.3% | 63.4%-0.2pp | 84.0%-20.7pp | 70.2%-6.9pp |
| Annual return | 5.31% | 12.38%-7.1pp | 32.23%-26.9pp | 5.13%+0.2pp |
| Employer contribution / active EE | $875 | $1,571-44.3% | $5,501-84.1% | $1,974-55.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $132 | $83+60.6% | $13,028-99.0% | $95+40.1% |