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| Provider | Service type | Compensation |
|---|---|---|
BREDHOFF & KAISER9+ years Service code 29 · EIN 52-0969534 | Legal | $0 |
PROSKAUER ROSE LLP9+ years Filed as: PROSKAUER ROSE Service code 29 · EIN 13-1840454 | Legal | $0 |
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 | $352,880 | $58,969+498.4% | $129,406+172.7% | $77,762+353.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 16.18% | 24.78%-8.6pp | 9468.18%-9452.0pp | 31.27%-15.1pp |
| Employer contribution / active EE | $0 | $1,959-100.0% | $4,155-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $23,174 | $3,224+618.7% | $4,167+456.1% | $4,651+398.3% |
| Admin fee / account holder | $10 | $593-98.2% | $7,689-99.9% | $433-97.6% |