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| Provider | Service type | Compensation |
|---|---|---|
PATRICIA GAMBLE1+ years Service code 30 · EIN 16-0847280 | Employee (plan) | $65,583 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $14,500 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $209,859-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | - |
| Annual return | 108.48% | 15.23%+93.2pp | 4.16%+104.3pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $29,966-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $13,952-100.0% | - |