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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $59,094 |
STOKES FAMILY OFFICE LLC4 years Filed as: STOKES, VISCA, HUCKO & BARONE, CPAS Service code 10 · EIN 47-4215313 29 GOODWAY DR · ROCHESTER, NY 14623 | Accounting | $18,335 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $17,651 |
Filed as: ONE DIGITAL TOPCO LLC Service code 16 · EIN 82-1434504 | Consulting | $17,506 |
BLITMAN & KING4 years Service code 29 · EIN 16-1047304 | Legal | $9,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,090-100.0% | $211,142-100.0% | $64,728-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.3%-87.3pp | 57.9%-57.9pp |
| Annual return | 11.10% | 49.50%-38.4pp | 46.84%-35.7pp | 49.38%-38.3pp |
| Employer contribution / active EE | $1,594 | $4,313-63.0% | $6,442-75.3% | $2,243-28.9% |
| Participant deferral / active EE | $0 | $6,774-100.0% | $9,284-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $538-100.0% | $19,076-100.0% | $1,145-100.0% |