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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-4238973 | Recordkeeping | $49,256 |
ROBERT DUNNIGAN2 years Service code 20 · EIN 06-1488384 | Trustee (individual) | $12,000 |
BVI7+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $7,801 |
SEBASTIAN TURSO1 year Service code 20 · EIN 04-2361682 | Trustee (individual) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,398 | $79,694-73.1% | $96,171-77.7% | $79,391-73.0% |
| Participation rate | 88.5% | 54.0%+34.5pp | 68.4%+20.0pp | 70.7%+17.8pp |
| Annual return | 93.19% | 40.84%+52.3pp | 192.04%-98.9pp | 116.88%-23.7pp |
| Employer contribution / active EE | $5,709 | $1,443+295.6% | $2,799+104.0% | $2,428+135.2% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $236 | $630-62.6% | $5,538-95.7% | $627-62.4% |