| Provider | Service type | Compensation |
|---|---|---|
J HERRLE1+ years Filed as: JOSEPH H HERRLE & ASSOCIATES, INC. Service code 10 · EIN 93-0692196 | Accounting | $634,320 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $76,001 |
AKT LLP1+ years Service code 10 · EIN 93-0623286 | Accounting | $18,900 |
Filed as: WELFARE & PENSION ADM SVC INC Service code 10 · EIN 91-1363171 | Accounting | $18,107 |
Filed as: MCKENZIE, ROTHWELL, BARLOW & KORPI Service code 29 · EIN 91-0889948 | Legal | $5,221 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,220 | $51,897-12.9% | $84,753-46.6% | $329,111-86.3% |
| Participation rate | 98.5% | 73.2%+25.4pp | 76.6%+21.9pp | 67.9%+30.7pp |
| Annual return | -0.92% | 11.82%-12.7pp | 22.78%-23.7pp | 16.35%-17.3pp |
| Employer contribution / active EE | $2,994 | $3,022-0.9% | $3,574-16.2% | $2,303+30.0% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $50 | $97-48.4% | $5,333-99.1% | $754-93.4% |