Filed April 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
BLUM SHAPIRO2 years Filed as: BLUM SHAPIRO & CO P.C. Service code 10 · EIN 06-1009205 | Accounting | $21,615 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,759 | $92,091+48.5% | $63,018+117.0% | $77,958+75.4% |
| Participation rate | 47.4% | 74.5%-27.0pp | 74.8%-27.4pp | 71.6%-24.2pp |
| Annual return | 13.33% | 16.23%-2.9pp | 87.62%-74.3pp | 20.87%-7.5pp |
| Employer contribution / active EE | $2,541 | $3,424-25.8% | $2,761-7.9% | $2,310+10.0% |
| Participant deferral / active EE | $2,342 | $3,361-30.3% | $3,330-29.7% | $3,537-33.8% |
| Admin fee / account holder | $15 | $48-69.2% | $3,601-99.6% | $97-84.8% |