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| Provider | Service type | Compensation |
|---|---|---|
SHEA LABAGH DOBBERSTEIN1 year Filed as: SHEA LABAGH DOBBERSTEIN FBO DON Service code 10 · EIN 94-2290202 | Accounting | $11,754 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $10,500 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,710 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $1,490 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,283 | $83,485-18.2% | $125,192-45.5% | $72,975-6.4% |
| Participation rate | 98.3% | 73.3%+25.0pp | 79.8%+18.6pp | 69.5%+28.8pp |
| Annual return | 19.65% | 25.77%-6.1pp | 43.79%-24.1pp | 81.01%-61.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,586 | $3,586+83.7% | $4,937+33.4% | $3,608+82.6% |
| Admin fee / account holder | $31 | $5,518-99.4% | $9,704-99.7% | $5,124-99.4% |