Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 14-1624930 | Accounting | $20,147 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047300 FRANKLIN CENTER, SUITE 300 · SYRACUSE, NY 13204 | Legal | $5,736 |
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 are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,249 | $34,495-90.6% | $78,676-95.9% | $63,975-94.9% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | -3.87% | 11.62%-15.5pp | 62.19%-66.1pp | 48.65%-52.5pp |
| Employer contribution / active EE | $447 | $1,398-68.0% | $2,850-84.3% | $2,182-79.5% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $39 | $68-42.4% | $4,510-99.1% | $70-44.4% |