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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHMIDT WESTERGARD & COMPANY PLLC Service code 10 · EIN 86-0271207 77 WEST UNIVERSITY DR · MESA, AZ 85201 | Accounting | $8,776 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,058 | $75,183-53.4% | $123,894-71.7% | $55,167-36.5% |
| Participation rate | 85.3% | 72.8%+12.5pp | 81.4%+3.9pp | 69.0%+16.4pp |
| Annual return | 14.55% | 19.01%-4.5pp | 47.52%-33.0pp | 169.23%-154.7pp |
| Employer contribution / active EE | $1,700 | $2,823-39.8% | $4,617-63.2% | $1,963-13.4% |
| Participant deferral / active EE | $3,387 | $5,084-33.4% | $5,984-43.4% | $3,054+10.9% |
| Admin fee / account holder | $131 | $663-80.3% | $8,357-98.4% | $504-74.1% |