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| Provider | Service type | Compensation |
|---|---|---|
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 | Accounting | $5,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,311 | $58,726-33.1% | $92,240-57.4% | $62,293-36.9% |
| Participation rate | 95.0% | 68.3%+26.6pp | 76.5%+18.5pp | 69.5%+25.4pp |
| Annual return | -28.57% | 43.62%-72.2pp | 176.29%-204.9pp | 28.90%-57.5pp |
| Employer contribution / active EE | $11,891 | $2,392+397.1% | $3,680+223.1% | $2,042+482.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $34 | $556-93.8% | $5,194-99.3% | $479-92.8% |