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| Provider | Service type | Compensation |
|---|---|---|
DUMONT & BLAKE INVESTMENT ADVISORS10+ years Service code 16 · EIN 22-3675264 | Consulting | $50,001 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 16 · EIN 44-0160260 | Consulting | $8,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $193 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,237 | $101,672+170.7% | $147,117+87.1% | $74,478+269.6% |
| Participation rate | 95.7% | 75.5%+20.1pp | 82.2%+13.5pp | 67.2%+28.4pp |
| Annual return | 18.00% | 8757.83%-8739.8pp | 420.54%-402.5pp | 1370.56%-1352.6pp |
| Employer contribution / active EE | $5,570 | $3,813+46.1% | $4,932+12.9% | $2,626+112.1% |
| Participant deferral / active EE | $11,614 | $7,305+59.0% | $8,065+44.0% | $4,350+167.0% |
| Admin fee / account holder | $241 | $1,753-86.2% | $12,993-98.1% | $1,946-87.6% |