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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $12,775 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,450 | $45,087+14.1% | $69,483-26.0% | $72,976-29.5% |
| Participation rate | 77.9% | 68.5%+9.4pp | 74.6%+3.3pp | 69.5%+8.4pp |
| Annual return | 3.01% | 22.67%-19.7pp | 28.99%-26.0pp | 81.02%-78.0pp |
| Employer contribution / active EE | $4,260 | $2,055+107.3% | $2,780+53.2% | $2,440+74.6% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $110 | $3,057-96.4% | $3,841-97.1% | $5,124-97.8% |