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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $96,850 |
Filed as: FRANK M. VACCARO & ASSOCIATES, INC. Service code 14 · EIN 23-2148108 | Plan Administrator | $53,282 |
Filed as: LERNER LAW FIRM & ASSOCIATES PC Service code 29 · EIN 27-3629002 | Legal | $37,217 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $36,750 |
KENNEDY CAPITAL MANAGEMENT2 years Filed as: KENNEDY JENNIK & MURRAY PC Service code 29 · EIN 25-1919594 | Legal | $25,734 |
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 | $32,015 | $89,274-64.1% | $149,721-78.6% | $77,958-58.9% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 6.79% | 20.36%-13.6pp | 1501.67%-1494.9pp | 20.87%-14.1pp |
| Employer contribution / active EE | $10,148 | $3,727+172.3% | $5,444+86.4% | $2,310+339.2% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $76 | $240-68.1% | $11,282-99.3% | $97-21.5% |