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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $48,641 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 | Legal | $35,843 |
CARDAY ASSOCIATES2 years Service code 14 · EIN 53-0257019 | Plan Administrator | $29,469 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $10,293 |
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 | $7,960 | $58,655-86.4% | $91,994-91.3% | $65,186-87.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | 7.33% | 33.92%-26.6pp | 69.04%-61.7pp | 29.39%-22.1pp |
| Employer contribution / active EE | $1,618 | $2,080-22.2% | $3,453-53.1% | $2,177-25.7% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $131 | $434-69.7% | $7,744-98.3% | $847-84.5% |