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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $14,994 |
BREDHOFF & KAISER4+ years Service code 29 · EIN 52-0969534 | Legal | $7,217 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,510 | $47,648+438.3% | $130,648+96.3% | $67,579+279.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.7%+28.3pp | 71.3%+28.7pp |
| Annual return | 6.93% | 25.73%-18.8pp | 1708.96%-1702.0pp | 378.56%-371.6pp |
| Employer contribution / active EE | $0 | $1,408-100.0% | $4,092-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $19,768 | $2,616+655.6% | $3,603+448.7% | $3,539+458.5% |
| Admin fee / account holder | $9 | $105-91.6% | $5,464-99.8% | $142-93.8% |