Filed April 22, 2024
Total covered: 135 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP6+ years Service code 10 · EIN 55-0486667 | Accounting | $8,013 |
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 | $34,465 | $82,093-58.0% | $379,746-90.9% | $73,412-53.1% |
| Participation rate | 99.7% | 76.8%+22.9pp | 78.4%+21.3pp | 72.2%+27.5pp |
| Annual return | -16.58% | 18.89%-35.5pp | 34.90%-51.5pp | 59.30%-75.9pp |
| Employer contribution / active EE | $2,630 | $2,847-7.6% | $3,540-25.7% | $2,234+17.8% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $28 | $128-77.9% | $7,927-99.6% | $158-82.1% |