Filed March 9, 2020
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
ARMANINO LLP1 year Service code 28 · EIN 94-6214841 | Investment Management | $18,500 |
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 | $110,258 | $55,002+100.5% | $59,887+84.1% | $56,287+95.9% |
| Participation rate | 97.3% | 75.9%+21.4pp | 74.7%+22.6pp | 69.9%+27.4pp |
| Annual return | -3.06% | 1.13%-4.2pp | 3.46%-6.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $5,121 | $2,448+109.2% | $2,722+88.1% | $2,111+142.6% |
| Participant deferral / active EE | $7,149 | $3,121+129.1% | $3,402+110.1% | $3,350+113.4% |
| Admin fee / account holder | $70 | $236-70.4% | $3,591-98.1% | $521-86.6% |