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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $32,113 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $11,795 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $415,031-100.0% | $374,107-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | - |
| Annual return | -25.50% | 15.23%-40.7pp | 4.74%-30.2pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $36,089-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $10,677-100.0% | - |