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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $25,750 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS,N.S.S,P.C Service code 29 · EIN 57-1044820 | Legal | $15,343 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,010 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
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 | $0 | $70,121-100.0% | $63,803-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 77.2%-77.2pp | 72.7%-72.7pp | 79.9%-79.9pp |
| Annual return | 7.12% | 946.48%-939.4pp | 543.72%-536.6pp | 145.39%-138.3pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |