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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $51,142 |
ROGOFF & COMPANY PC3 years Filed as: ROGOFF & COMPANY, PC Service code 16 · EIN 13-2688836 | Consulting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,424 | $84,499+158.5% | $125,391+74.2% | $66,949+226.3% |
| Participation rate | 65.8% | 76.4%-10.6pp | 82.4%-16.6pp | 69.8%-4.0pp |
| Annual return | -17.02% | -8.49%-8.5pp | 572.41%-589.4pp | 1.57%-18.6pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,708 | $6,785+43.1% | $7,448+30.3% | $4,239+129.0% |
| Admin fee / account holder | $255 | $685-62.8% | $10,009-97.5% | $594-57.0% |