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| Provider | Service type | Compensation |
|---|---|---|
CITRIN COOPERMAN1+ years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 | Accounting | $16,000 |
THE MELTZER GROUP1+ years Filed as: MELTZER GROUP Service code 63 6500 ROCK SPRING DRIVE · BETHESDA, MD 20817 | 12b-1 Fees | $5,267 |
BENEFIT CONSULTANTS GROUP1+ years Service code 13 · EIN 23-2383285 | Contract Administrator | $4,020 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,156 | $70,667+222.9% | $123,106+85.3% | $52,331+336.0% |
| Participation rate | 96.6% | 83.7%+12.9pp | 86.8%+9.9pp | 68.1%+28.5pp |
| Annual return | -5.39% | 6.23%-11.6pp | 13.22%-18.6pp | 4.54%-9.9pp |
| Employer contribution / active EE | $11,206 | $2,946+280.4% | $5,151+117.6% | $1,882+495.5% |
| Participant deferral / active EE | $13,873 | $4,493+208.8% | $6,229+122.7% | $3,022+359.0% |
| Admin fee / account holder | $261 | $506-48.6% | $9,015-97.1% | $592-56.0% |