Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 2929 ARCH STREET, SUITE 600 · PHILADELPHIA, PA 19104 | Contract Administrator | $15,225 |
SANTORA CPA GROUP1 year Service code 10 220 CONTINENTAL DR., SUITE 112 · NEWARK, DE 19713 | Accounting | $3,956 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $494 |
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 | $68,010 | $73,102-7.0% | $123,553-45.0% | $56,289+20.8% |
| Participation rate | 96.4% | 74.3%+22.1pp | 82.3%+14.2pp | 69.9%+26.6pp |
| Annual return | -1.94% | 3.01%-4.9pp | 119.21%-121.1pp | -9.96%+8.0pp |
| Employer contribution / active EE | $2,496 | $2,977-16.2% | $4,628-46.1% | $2,111+18.2% |
| Participant deferral / active EE | $7,755 | $5,423+43.0% | $6,426+20.7% | $3,350+131.5% |
| Admin fee / account holder | $65 | $554-88.3% | $9,284-99.3% | $521-87.5% |