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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $57,848 |
Filed as: WESTMINSTER CONSULTING Service code 16 · EIN 45-3679779 | Consulting | $18,750 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $16,623 |
STOKES FAMILY OFFICE LLC1 year Filed as: STOKES, VISCA, HUCKO & BARONE, CPAS Service code 10 · EIN 47-4215313 29 GOODWAY DR · ROCHESTER, NY 14623 | Accounting | $16,063 |
BLITMAN & KING1 year Service code 29 · EIN 16-1047304 | Legal | $9,486 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $86,897-100.0% | $151,611-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 87.3%-87.3pp | 87.5%-87.5pp | 71.5%-71.5pp |
| Annual return | -8.05% | -3.57%-4.5pp | 3.33%-11.4pp | 32.82%-40.9pp |
| Employer contribution / active EE | $1,524 | $4,010-62.0% | $6,166-75.3% | $2,506-39.2% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,616-100.0% | $188-100.0% |