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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $51,964 |
BLITMAN & KING2 years Service code 29 · EIN 16-1047304 | Legal | $18,922 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $17,903 |
Filed as: ONE DIGITAL TOPCO LLC Service code 16 · EIN 82-1434504 | Consulting | $17,490 |
STOKES FAMILY OFFICE LLC2 years Filed as: STOKES, VISCA, HUCKO & BARONE, CPAS Service code 10 · EIN 47-4215313 29 GOODWAY DR · ROCHESTER, NY 14623 | Accounting | $16,669 |
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.
Annual investment return 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 | $100,272-100.0% | $170,028-100.0% | $74,440-100.0% |
| Participation rate | 0.0% | 87.4%-87.4pp | 87.0%-87.0pp | 70.7%-70.7pp |
| Annual return | 7.70% | 66.12%-58.4pp | 53.39%-45.7pp | 34.37%-26.7pp |
| Employer contribution / active EE | $1,472 | $4,266-65.5% | $6,788-78.3% | $2,638-44.2% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,409-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,820-100.0% | $348-100.0% |