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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HARDING SHYMANSKI & COMPANY Service code 10 · EIN 35-1346211 | Accounting | $7,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,944 | $85,766-73.2% | $136,298-83.2% | $70,126-67.3% |
| Participation rate | 31.6% | 74.2%-42.5pp | 81.9%-50.3pp | 69.5%-37.9pp |
| Annual return | 16.34% | 31.46%-15.1pp | 5156.27%-5139.9pp | 73.15%-56.8pp |
| Employer contribution / active EE | $627 | $2,966-78.9% | $4,696-86.7% | $2,343-73.3% |
| Participant deferral / active EE | $2,068 | $5,051-59.1% | $6,247-66.9% | $3,332-37.9% |
| Admin fee / account holder | $111 | $5,421-98.0% | $9,244-98.8% | $4,645-97.6% |