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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.3 years Service code 29 · EIN 52-1708613 | Legal | $50,190 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $38,055 |
CARDAY ASSOCIATES1 year Filed as: CARDAY ASSOCIATES, INC Service code 13 · EIN 53-0257019 | Contract Administrator | $26,746 |
NEW & KARFUNKEL, P.C.1 year Service code 20 · EIN 22-2553368 | Trustee (individual); Direct payment ... | $8,612 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,500 |
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 | $7,158 | $70,486-89.8% | $100,535-92.9% | $79,856-91.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 6.60% | 21.90%-15.3pp | 30.90%-24.3pp | 31.71%-25.1pp |
| Employer contribution / active EE | $3,468 | $2,165+60.2% | $3,419+1.4% | $2,471+40.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $119 | $4,480-97.3% | $8,085-98.5% | $5,306-97.7% |