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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 2729 S.R. 580 SUITE C · CLEARWATER, FL 33761 | Consulting | $22,000 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKHART Service code 10 200 SOUTH 10TH STREET · RICHMOND, VA 23261 | Accounting | $11,400 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,777 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,864 | $37,196+79.8% | $154,111-56.6% | $55,725+20.0% |
| Participation rate | 95.0% | 64.1%+30.9pp | 83.0%+12.0pp | 70.9%+24.2pp |
| Annual return | -5.74% | 1319.68%-1325.4pp | 735.18%-740.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,423 | $1,614+50.1% | $5,298-54.3% | $2,078+16.6% |
| Participant deferral / active EE | $3,992 | $2,068+93.0% | $5,081-21.4% | $3,356+19.0% |
| Admin fee / account holder | $56 | $102-44.8% | $13,411-99.6% | $115-51.3% |