Filed April 22, 2024
Total covered: 135 employees
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| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP5+ years Service code 10 · EIN 55-0486667 | Accounting | $8,999 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,936 | $75,419-40.4% | $392,568-88.6% | $67,582-33.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 78.1%+21.9pp | 71.3%+28.7pp |
| Annual return | 36.98% | 36.70%+0.3pp | 24.42%+12.6pp | 378.57%-341.6pp |
| Employer contribution / active EE | $2,530 | $2,636-4.0% | $3,783-33.1% | $2,148+17.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $5,985-100.0% | $3,539-100.0% |
| Admin fee / account holder | $42 | $114-62.9% | $6,260-99.3% | $142-70.4% |