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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $24,440 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,126 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,699 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,942 | $59,093-29.0% | $97,295-56.9% | $77,762-46.1% |
| Participation rate | 97.4% | 67.8%+29.6pp | 72.7%+24.7pp | 70.6%+26.8pp |
| Annual return | 18.26% | 16.93%+1.3pp | 75.62%-57.4pp | 31.27%-13.0pp |
| Employer contribution / active EE | $4,298 | $1,727+148.9% | $2,723+57.9% | $2,728+57.6% |
| Participant deferral / active EE | $7,298 | $3,901+87.1% | $4,264+71.2% | $4,651+56.9% |
| Admin fee / account holder | $181 | $346-47.6% | $5,646-96.8% | $433-58.1% |