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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRASS SNOW & SCHMUTTER P.C. Service code 29 419 PARK AVENUE SOUTH · NEW YORK, NY 10016 | Legal | $5,500 |
PKF O'CONNOR DAVIES, LLP5 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.)
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 | $7,017 | $110,083-93.6% | $151,645-95.4% | $68,490-89.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 87.5%+2.5pp | 67.9%+22.1pp |
| Annual return | -7.93% | -10.12%+2.2pp | 3.34%-11.3pp | -7.85%-0.1pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $895 | $7,718-88.4% | $11,614-92.3% | $5,403-83.4% |