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| Provider | Service type | Compensation |
|---|---|---|
HAWKINS PARNELL & YOUNG, LLP2 years Filed as: HAWKINS PARNELL & YOUNG LLP Service code 29 · EIN 58-0908407 | Legal | $40,040 |
SWEENY CONRAD1 year Filed as: SWEENY Service code 10 · EIN 91-1301672 | Accounting | $36,500 |
Filed as: PRUDENT FIDUCIARY SERVICES, LLC Service code 20 · EIN 82-1818132 | Trustee (individual); Valuation (appr... | $25,000 |
SAVITNE1 year Service code 20 · EIN 95-4096489 | Direct payment from the plan; Trustee... | $8,773 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $226,135-100.0% | $182,558-100.0% | $152,909-100.0% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.0%-78.0pp | 82.5%-82.5pp |
| Annual return | -0.25% | 192.60%-192.9pp | 148.59%-148.8pp | 345.46%-345.7pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |