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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 | $58,859+499.5% | $129,339+172.8% | $77,692+354.2% |
| Participation rate | 100.0% | 59.3%+40.7pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 16.18% | 24.74%-8.6pp | 9437.05%-9420.9pp | 31.25%-15.1pp |
| Employer contribution / active EE | $0 | $1,952-100.0% | $4,154-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $23,174 | $3,215+620.7% | $4,170+455.7% | $4,648+398.5% |
| Admin fee / account holder | $10 | $591-98.2% | $7,668-99.9% | $431-97.6% |