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| Provider | Service type | Compensation |
|---|---|---|
DMJ & CO., PLLC1 year Filed as: DMJ & CO. PLLC Service code 10 · EIN 56-0570567 703 GREEN VALLEY ROAD, SUITE 201 · GREENSBORO, NC 27408 | Accounting | $15,350 |
Service code 11 · EIN 56-1623293 | Actuarial | $7,463 |
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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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 1.04% | 45.66%-44.6pp | 5.00%-4.0pp | 11.88%-10.8pp |
| Employer contribution / active EE | $2,015 | $9,637-79.1% | $35,918-94.4% | $14,612-86.2% |
| Participant deferral / active EE | $2,015 | $235+757.4% | $75+2575.5% | $518+288.6% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |