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| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER8+ years Service code 29 · EIN 52-0969534 | Legal | $0 |
PROSKAUER ROSE LLP8+ 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 | $308,583 | $53,344+478.5% | $121,214+154.6% | $74,478+314.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.5%+30.5pp | 70.7%+29.3pp |
| Annual return | 13.25% | 35.15%-21.9pp | 987.67%-974.4pp | 34.37%-21.1pp |
| Employer contribution / active EE | $0 | $1,898-100.0% | $4,171-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $23,243 | $3,220+621.8% | $4,084+469.2% | $4,530+413.1% |
| Admin fee / account holder | $0 | $382-100.0% | $5,647-100.0% | $347-100.0% |