Filed September 12, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RANDY SILHAN, CPA, CFE1 year Filed as: RANDY SILHAN, CPA Service code 10 · EIN 26-2515308 | Accounting | $8,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,778 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $38,706 | $113,995-66.0% | $127,803-69.7% | $77,775-50.2% |
| Participation rate | 76.4% | 85.7%-9.3pp | 79.0%-2.6pp | 73.2%+3.2pp |
| Annual return | 3.04% | 26.09%-23.1pp | 26.14%-23.1pp | 32.58%-29.5pp |
| Employer contribution / active EE | $4,291 | $6,012-28.6% | $4,576-6.2% | $2,504+71.4% |
| Participant deferral / active EE | $5,021 | $7,267-30.9% | $6,023-16.6% | $3,966+26.6% |
| Admin fee / account holder | $98 | $108-8.9% | $9,399-99.0% | $100-1.9% |