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| Provider | Service type | Compensation |
|---|---|---|
MUELLER & CO, LLP1 year Filed as: MUELLER AND CO LLP Service code 16 · EIN 36-2658780 | Consulting | $34,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,337 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,073 |
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 | $26,558 | $54,237-51.0% | $90,304-70.6% | $67,579-60.7% |
| Participation rate | 95.5% | 68.6%+26.9pp | 73.3%+22.2pp | 71.3%+24.2pp |
| Annual return | 28.90% | 37.27%-8.4pp | 78.13%-49.2pp | 378.56%-349.7pp |
| Employer contribution / active EE | $2,027 | $1,846+9.8% | $2,855-29.0% | $2,148-5.6% |
| Participant deferral / active EE | $4,254 | $2,625+62.0% | $3,885+9.5% | $3,539+20.2% |
| Admin fee / account holder | $254 | $123+106.0% | $5,354-95.3% | $142+78.7% |