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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,143 | $111,491+56.2% | $189,534-8.1% | $86,828+100.6% |
| Participation rate | 93.8% | 87.3%+6.4pp | 87.8%+5.9pp | 72.3%+21.5pp |
| Annual return | 22.15% | 83.50%-61.4pp | 555.39%-533.2pp | 97.95%-75.8pp |
| Employer contribution / active EE | $6,558 | $3,951+66.0% | $6,162+6.4% | $2,406+172.5% |
| Participant deferral / active EE | $10,103 | $6,437+57.0% | $8,220+22.9% | $4,132+144.5% |
| Admin fee / account holder | $49 | $189-74.1% | $12,049-99.6% | $170-71.2% |