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| Provider | Service type | Compensation |
|---|---|---|
ERISA SERVICES, INC.4+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $13,765 |
PUGH & COMPANY, PC4+ years Filed as: PUGH & COMPANY Service code 10 · EIN 62-1142155 | Accounting | $9,800 |
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 | $17,732 | $42,396-58.2% | $67,313-73.7% | $56,287-68.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 1.97% | -36.63%+38.6pp | -4.08%+6.0pp | -9.96%+11.9pp |
| Employer contribution / active EE | $1,688 | $1,414+19.4% | $2,566-34.2% | $2,111-20.0% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $71 | $510-86.0% | $4,507-98.4% | $521-86.3% |