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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 | $55,715+599.0% | $124,206+213.5% | $71,012+448.4% |
| Participation rate | 100.0% | 34.7%+65.3pp | 69.6%+30.4pp | 58.6%+41.4pp |
| Annual return | 12.14% | 73.23%-61.1pp | 515.27%-503.1pp | 37.67%-25.5pp |
| Employer contribution / active EE | $0 | $964-100.0% | $3,540-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $27,425 | $1,833+1396.4% | $3,968+591.2% | $3,246+744.9% |
| Admin fee / account holder | $60 | $1,481-95.9% | $5,929-99.0% | $1,167-94.9% |