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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $15,497 |
PUGH & COMPANY, PC2+ years Filed as: PUGH & COMPANY Service code 10 · EIN 62-1142155 | Accounting | $9,400 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,602 | $44,425-58.1% | $67,834-72.6% | $55,167-66.3% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.8%+31.2pp | 69.0%+31.0pp |
| Annual return | 3.40% | 17.80%-14.4pp | 138.47%-135.1pp | 169.23%-165.8pp |
| Employer contribution / active EE | $1,797 | $1,351+33.0% | $2,403-25.2% | $1,963-8.4% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $82 | $530-84.5% | $4,622-98.2% | $504-83.7% |