Filed March 22, 2021
Total covered: 21 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $5,681 |
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 | $26,493 | $36,916-28.2% | $156,551-83.1% | $57,658-54.1% |
| Participation rate | 97.3% | 63.4%+33.9pp | 84.0%+13.3pp | 70.2%+27.1pp |
| Annual return | 6.75% | 12.38%-5.6pp | 32.23%-25.5pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,046 | $1,926+58.2% | $4,871-37.5% | $3,061-0.5% |
| Admin fee / account holder | $26 | $82-68.6% | $13,028-99.8% | $95-72.6% |