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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 20-4751585 | Other Fees | $41,483 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $23,525 |
Service code 99 · EIN 04-2530412 | Other Fees | $11,262 |
Participant contribution per participant 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 | $109,407 | $51,223+113.6% | $82,763+32.2% | $66,949+63.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -11.31% | -9.85%-1.5pp | 702.45%-713.8pp | 1.57%-12.9pp |
| Employer contribution / active EE | $8,191 | $2,611+213.7% | $3,008+172.3% | $2,545+221.8% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $160 | $415-61.6% | $5,325-97.0% | $594-73.1% |