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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HELD KRANZLER MCCOSKER & PULICE Service code 10 · EIN 13-4008185 | Accounting | $13,000 |
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $8,422 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,853 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $111,109 | $57,108+94.6% | $94,229+17.9% | $52,331+112.3% |
| Participation rate | 68.6% | 72.9%-4.4pp | 78.8%-10.2pp | 68.1%+0.5pp |
| Annual return | 0.71% | 1.47%-0.8pp | 10.68%-10.0pp | 4.54%-3.8pp |
| Employer contribution / active EE | $7,915 | $1,735+356.1% | $3,587+120.7% | $1,882+320.6% |
| Participant deferral / active EE | $699 | $3,040-77.0% | $4,320-83.8% | $3,022-76.9% |
| Admin fee / account holder | $210 | $546-61.6% | $6,269-96.7% | $592-64.5% |