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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $21,875 |
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 | $49,588 | $49,255+0.7% | $70,494-29.7% | $79,856-37.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 75.1%+4.9pp | 69.6%+10.4pp |
| Annual return | 0.98% | 30.10%-29.1pp | 109.16%-108.2pp | 31.71%-30.7pp |
| Employer contribution / active EE | $5,219 | $2,100+148.5% | $2,738+90.6% | $2,471+111.2% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $170 | $2,879-94.1% | $3,848-95.6% | $5,306-96.8% |