Filed April 22, 2024
Total covered: 135 employees
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| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP2+ years Service code 10 · EIN 55-0486667 | Accounting | $7,880 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,594 | $56,171+22.1% | $108,745-36.9% | $55,167+24.3% |
| Participation rate | 98.9% | 70.7%+28.2pp | 77.7%+21.3pp | 69.0%+29.9pp |
| Annual return | 124.15% | 214.86%-90.7pp | 46.22%+77.9pp | 169.23%-45.1pp |
| Employer contribution / active EE | $2,576 | $2,153+19.6% | $3,323-22.5% | $1,963+31.3% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $5,121-100.0% | $3,054-100.0% |
| Admin fee / account holder | $56 | $302-81.5% | $6,144-99.1% | $504-88.9% |