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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT CPA GROUP2 years Service code 10 · EIN 11-3730017 9815 DAWSONS CREEK BLVD · FT. WAYNE, IN 46825 | Accounting | $7,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,718 | $47,977-33.9% | $154,108-79.4% | $56,289-43.7% |
| Participation rate | 64.0% | 66.2%-2.2pp | 83.0%-19.0pp | 69.9%-5.9pp |
| Annual return | -0.58% | 3.54%-4.1pp | 735.21%-735.8pp | -9.96%+9.4pp |
| Employer contribution / active EE | $767 | $2,169-64.6% | $5,298-85.5% | $2,111-63.7% |
| Participant deferral / active EE | $4,632 | $2,392+93.7% | $5,081-8.8% | $3,350+38.3% |
| Admin fee / account holder | $273 | $438-37.7% | $13,411-98.0% | $521-47.6% |