Filed June 1, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $20,888 |
Service code 34 · EIN 36-4799908 | Direct payment from the plan; Valuati... | $7,777 |
MELNYK & MELNYK, CPAS1+ years Filed as: MELNYK & MELYNK CPA'S Service code 10 306 ROTHWELL PLACE · FRANKLIN, TN 37069 | Accounting | $5,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,316 | $80,177-62.2% | $123,894-75.5% | $57,658-47.4% |
| Participation rate | 95.0% | 74.4%+20.5pp | 81.4%+13.6pp | 70.2%+24.8pp |
| Annual return | 80.43% | 17.90%+62.5pp | 47.52%+32.9pp | 5.13%+75.3pp |
| Employer contribution / active EE | $2,033 | $2,913-30.2% | $4,617-56.0% | $1,974+3.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $91 | $106-14.3% | $8,357-98.9% | $95-3.7% |