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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $50,116 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,124 |
CHERNOFF DIAMOND & CO., LLC5+ years Filed as: CHERNOFF DIAMOND Service code 11 · EIN 11-2836994 | Actuarial | $26,000 |
MMA SECURITIES LLC5+ years Filed as: MARSH USA INC. Service code 22 · EIN 36-1436000 | Insurance Broker | $25,572 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,213 |
MARTIN FLEISHER, JD4 years Filed as: MARTIN FLEISHER, JD PC Service code 29 · EIN 20-0357886 | Legal | $5,555 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $417,291 | $100,801+314.0% | $149,751+178.7% | $73,415+468.4% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.5%+12.8pp | 72.2%+23.2pp |
| Annual return | -4.72% | 265.34%-270.1pp | 276.71%-281.4pp | 59.30%-64.0pp |
| Employer contribution / active EE | $10,019 | $3,312+202.5% | $4,646+115.6% | $2,234+348.5% |
| Participant deferral / active EE | $14,470 | $6,404+125.9% | $6,843+111.5% | $3,806+280.2% |
| Admin fee / account holder | $164 | $181-9.3% | $9,312-98.2% | $158+3.8% |