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| Provider | Service type | Compensation |
|---|---|---|
THE BVA GROUP1+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.); Consult... | $21,000 |
RSM US LLP1+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $10,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $361,661 | $155,795+132.1% | $136,298+165.3% | $69,634+419.4% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.2pp |
| Annual return | 16.79% | 232464.33%-232447.5pp | 5156.27%-5139.5pp | 27572.26%-27555.5pp |
| Employer contribution / active EE | $5,247 | $2,991+75.4% | $4,696+11.7% | $2,032+158.2% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $61 | $128-52.3% | $9,244-99.3% | $110-44.6% |