Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
SANTORA CPA GROUP2 years Service code 10 220 CONTINENTAL DR., SUITE 112 · NEWARK, DE 19713 | Accounting | $12,850 |
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $6,860 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,628 | $89,652-8.9% | $141,197-42.2% | $65,186+25.2% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.5%+16.4pp | 70.2%+28.7pp |
| Annual return | 19.23% | 32.79%-13.6pp | 71.41%-52.2pp | 29.39%-10.2pp |
| Employer contribution / active EE | $2,949 | $3,065-3.8% | $4,736-37.7% | $2,177+35.5% |
| Participant deferral / active EE | $8,993 | $5,691+58.0% | $6,710+34.0% | $3,514+155.9% |
| Admin fee / account holder | $10 | $569-98.2% | $10,265-99.9% | $847-98.8% |