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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BECHER, DELLATORRE, GITTO & COMPANY Service code 10 · EIN 22-2625944 | Accounting | $9,400 |
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 | $54,074 | $53,841+0.4% | $75,731-28.6% | $85,851-37.0% |
| Participation rate | 81.1% | 69.0%+12.1pp | 74.8%+6.3pp | 69.3%+11.8pp |
| Annual return | 6.65% | 24.54%-17.9pp | 104.65%-98.0pp | 318.63%-312.0pp |
| Employer contribution / active EE | $5,358 | $2,017+165.6% | $2,743+95.3% | $2,565+108.9% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $102 | $3,340-97.0% | $3,620-97.2% | $6,261-98.4% |