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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE S. FISCHER, CPA1 year Service code 10 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $10,000 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,706 | $111,608-93.1% | $177,848-95.7% | $73,412-89.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 10.30% | 18.23%-7.9pp | 48.33%-38.0pp | 59.30%-49.0pp |
| Employer contribution / active EE | $1,093 | $3,796-71.2% | $5,919-81.5% | $2,234-51.1% |
| Participant deferral / active EE | $726 | $6,199-88.3% | $7,714-90.6% | $3,806-80.9% |
| Admin fee / account holder | $22 | $166-86.5% | $12,431-99.8% | $158-85.9% |