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| Provider | Service type | Compensation |
|---|---|---|
SCHOEDEL & SCHOEDEL, CPAS, PLLC9+ years Service code 10 · EIN 91-0614823 | Accounting | $14,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,488 | $122,585-44.9% | $184,256-63.4% | $200,096-66.3% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 0.00% | 144.12%-144.1pp | 28.85%-28.8pp | 34.26%-34.3pp |
| Employer contribution / active EE | $0 | $4,571-100.0% | $6,427-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $13,899-100.0% | $269-100.0% |