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| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER10+ years Service code 29 · EIN 52-0969534 | Legal | $0 |
PROSKAUER ROSE LLP10+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,435 | $58,121+570.0% | $130,788+197.8% | $64,728+501.7% |
| Participation rate | 100.0% | 34.7%+65.3pp | 70.1%+29.9pp | 57.9%+42.1pp |
| Annual return | 12.14% | 102.13%-90.0pp | 386.44%-374.3pp | 49.38%-37.2pp |
| Employer contribution / active EE | $0 | $1,281-100.0% | $3,558-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $27,425 | $2,137+1183.2% | $4,137+562.9% | $2,729+904.8% |
| Admin fee / account holder | $60 | $1,703-96.5% | $6,673-99.1% | $1,145-94.8% |