Filed April 22, 2024
Total covered: 135 employees
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| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP9+ years Service code 10 · EIN 54-0486667 | Accounting | $20,698 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,228 | $82,978-49.1% | $130,270-67.6% | $74,473-43.3% |
| Participation rate | 100.0% | 73.7%+26.3pp | 76.3%+23.7pp | 70.7%+29.3pp |
| Annual return | 26.23% | 123.05%-96.8pp | 38.89%-12.7pp | 34.36%-8.1pp |
| Employer contribution / active EE | $3,091 | $3,391-8.8% | $4,128-25.1% | $2,638+17.2% |
| Participant deferral / active EE | $0 | $5,370-100.0% | $6,797-100.0% | $4,530-100.0% |
| Admin fee / account holder | $47 | $354-86.8% | $6,022-99.2% | $347-86.5% |