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| Provider | Service type | Compensation |
|---|---|---|
REID & RIEGE, P.C.3 years Filed as: REID & REIGE P.C. Service code 29 · EIN 06-0867204 | Legal | $40,000 |
EMPLOYEE K3 years Filed as: EMPLOYEE X Service code 30 · EIN 06-1074625 | Employee (plan); Direct payment from ... | $39,905 |
EMPLOYEE K1 year Filed as: EMPLOYEE Z Service code 30 · EIN 06-1074625 | Employee (plan); Direct payment from ... | $36,062 |
NOVAK FRANCELLA LLC8 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $27,527 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS. INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,103 |
R.M. CHEVERIE & ASSOCIATES8 years Service code 29 · EIN 06-1335139 | Legal | $9,331 |
Service code 16 · EIN 52-1796473 | Consulting | $7,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,367 | $103,641-31.1% | $107,525-33.6% | $102,872-30.6% |
| Participation rate | 18.0% | 79.4%-61.4pp | 75.1%-57.1pp | 73.0%-55.0pp |
| Annual return | 8.00% | 13.08%-5.1pp | 181.32%-173.3pp | 19.06%-11.1pp |
| Employer contribution / active EE | $1,486 | $5,096-70.8% | $3,754-60.4% | $3,526-57.9% |
| Participant deferral / active EE | $35 | $3,789-99.1% | $5,116-99.3% | $5,535-99.4% |
| Admin fee / account holder | $228 | $276-17.4% | $8,919-97.4% | $292-21.9% |