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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $98,645 |
SCHULTHEIS & PANETTIERI, LLP3+ years Service code 10 · EIN 13-1577780 | Accounting | $42,734 |
CONSULTING ACTUARIAL GROUP, INC.3+ years Filed as: C&R CONSULTING, INC. Service code 14 · EIN 13-3935364 | Plan Administrator | $34,760 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,008 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,009 | $59,535-86.5% | $90,161-91.1% | $62,293-87.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 1.96% | 23.53%-21.6pp | 34.89%-32.9pp | 28.90%-26.9pp |
| Employer contribution / active EE | $1,479 | $1,826-19.0% | $3,318-55.4% | $2,042-27.6% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $177 | $337-47.6% | $5,943-97.0% | $479-63.2% |