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| Provider | Service type | Compensation |
|---|---|---|
POVOL & COMPANY, CPA, PC1+ years Service code 10 · EIN 81-0777739 1981 MARCUS AVENUE · LAKE SUCCESS, NY 11042 | Accounting | $81,580 |
WALKERS CORPORATE LIMITED1+ years Filed as: WALKERS Service code 29 | Legal | $10,153 |
EMMET, MARVIN & MARTIN, LLP1+ years Filed as: EMMETT MARVIN LLP Service code 29 · EIN 13-5054210 | Legal | $9,290 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,007,029 | $140,592+616.3% | $123,106+718.0% | $125,388+703.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.64% | 16.80%-20.4pp | 13.22%-16.9pp | 282.24%-285.9pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,021 | $11,198-82.0% | $9,015-77.6% | $9,541-78.8% |