Filed February 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
EICHEN & DIMEGLIO3 years Service code 10 · EIN 11-3320902 | Accounting | $23,200 |
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.
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 | $110,172 | $87,173+26.4% | $59,887+84.0% | $75,289+46.3% |
| Participation rate | 17.9% | 74.5%-56.6pp | 74.7%-56.8pp | 72.4%-54.5pp |
| Annual return | -0.77% | -2.14%+1.4pp | 3.46%-4.2pp | -0.04%-0.7pp |
| Employer contribution / active EE | $0 | $3,473-100.0% | $2,722-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,405 | $3,379-58.4% | $3,402-58.7% | $3,739-62.4% |
| Admin fee / account holder | $24 | $75-67.8% | $3,591-99.3% | $102-76.4% |