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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $61,738 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $40,035 |
CARDAY ASSOCIATES1 year Service code 14 · EIN 53-0257019 | Plan Administrator | $29,469 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,218 |
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 | $7,482 | $61,214-87.8% | $83,327-91.0% | $56,289-86.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | -2.79% | 0.42%-3.2pp | 10.64%-13.4pp | -9.96%+7.2pp |
| Employer contribution / active EE | $2,517 | $1,925+30.7% | $3,379-25.5% | $2,111+19.2% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $127 | $512-75.1% | $7,540-98.3% | $521-75.6% |