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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 87-3671331 | Other Fees | $24,580 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 99 · EIN 27-1728945 | Other Fees | $15,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,375 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,840 | $64,705+32.7% | $62,929+36.4% | $67,986+26.3% |
| Participation rate | 59.5% | 65.6%-6.1pp | 73.1%-13.7pp | 57.2%+2.3pp |
| Annual return | 10.66% | 20.31%-9.7pp | 1063.93%-1053.3pp | 31.67%-21.0pp |
| Employer contribution / active EE | $1,832 | $2,376-22.9% | $2,505-26.9% | $2,019-9.3% |
| Participant deferral / active EE | $3,774 | $3,198+18.0% | $3,888-2.9% | $3,358+12.4% |
| Admin fee / account holder | $124 | $1,428-91.3% | $5,065-97.6% | $3,203-96.1% |