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| Provider | Service type | Compensation |
|---|---|---|
HBK CPAS & CONSULTANTS1 year Filed as: HBK SORCE ADVISORY Service code 26 · EIN 34-1925728 3110 HIGHLAND RD · HERMITAGE, PA 16148 | Advisory (Participants) | $10,300 |
Filed as: CETERA ADVISOR NETWORKS Service code 26 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Advisory (Participants) | $7,530 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $585 |
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 | $54,712 | $65,034-15.9% | $90,970-39.9% | $79,856-31.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 16.23% | 30.45%-14.2pp | 134.60%-118.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,900 | $1,247+52.3% | $2,122-10.4% | $2,471-23.1% |
| Participant deferral / active EE | $3,649 | $2,512+45.3% | $3,373+8.2% | $3,741-2.4% |
| Admin fee / account holder | $140 | $4,536-96.9% | $5,961-97.6% | $5,306-97.4% |