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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP1 year Filed as: MARCUM, LLP Service code 10 · EIN 11-1986323 | Accounting | $18,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,311 | $63,346-80.6% | $92,240-86.7% | $70,126-82.4% |
| Participation rate | 61.3% | 68.7%-7.4pp | 76.5%-15.2pp | 69.5%-8.3pp |
| Annual return | 15.32% | 530.19%-514.9pp | 176.29%-161.0pp | 73.15%-57.8pp |
| Employer contribution / active EE | $7,181 | $2,471+190.6% | $3,680+95.2% | $2,343+206.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $158 | $3,841-95.9% | $5,194-97.0% | $4,645-96.6% |