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| Provider | Service type | Compensation |
|---|---|---|
AUDIT AND TAX SOLUTIONS1 year Filed as: AUDIT ASSOCIATES INC Service code 10 · EIN 11-3524314 | Accounting | $52,440 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $42,936 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,750 |
Filed as: LERNER LAW FIRM & ASSOCIATES PC Service code 29 · EIN 27-3629002 | Legal | $22,474 |
Filed as: KENNEDY JENNIK & MURRAY PC Service code 29 · EIN 25-1919594 | Legal | $10,262 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,193 | $80,354-64.9% | $133,975-79.0% | $63,975-55.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 3.38% | 13.11%-9.7pp | 29.29%-25.9pp | 48.65%-45.3pp |
| Employer contribution / active EE | $7,884 | $3,503+125.0% | $5,211+51.3% | $2,182+261.4% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $37 | $69-47.0% | $9,324-99.6% | $70-47.8% |