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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $17,792 |
PUGH & COMPANY, PC3+ years Filed as: PUGH & COMPANY Service code 10 · EIN 62-1142155 | Accounting | $9,600 |
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 | $18,635 | $46,297-59.7% | $71,671-74.0% | $62,293-70.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 3.65% | 22.32%-18.7pp | 20.65%-17.0pp | 28.90%-25.2pp |
| Employer contribution / active EE | $1,761 | $1,412+24.7% | $2,460-28.4% | $2,042-13.8% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $91 | $461-80.3% | $5,558-98.4% | $479-81.0% |