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| Provider | Service type | Compensation |
|---|---|---|
PKF O'CONNOR DAVIES, LLP3 years Filed as: PKF O'CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $4,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,350 | $123,793-92.4% | $177,848-94.7% | $79,856-88.3% |
| Participation rate | 87.9% | 84.7%+3.2pp | 87.7%+0.2pp | 69.6%+18.2pp |
| Annual return | -0.37% | 22.82%-23.2pp | 48.33%-48.7pp | 31.71%-32.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $748 | $7,243-89.7% | $12,431-94.0% | $5,306-85.9% |