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| Provider | Service type | Compensation |
|---|---|---|
GILBERT AND STEWART3 years Filed as: GILBERT & STEWART, PC Service code 10 · EIN 87-0403149 | Accounting | $9,400 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $7,548 |
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 | $219,823 | $58,895+273.2% | $178,503+23.1% | $73,497+199.1% |
| Participation rate | 94.7% | 66.2%+28.5pp | 81.9%+12.8pp | 70.7%+24.1pp |
| Annual return | 14.94% | 24.86%-9.9pp | 151.12%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $7,559 | $2,236+238.1% | $5,011+50.8% | $2,270+233.0% |
| Participant deferral / active EE | $4,291 | $2,567+67.2% | $5,202-17.5% | $3,740+14.7% |
| Admin fee / account holder | $74 | $400-81.6% | $13,987-99.5% | $513-85.6% |