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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.4+ years Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 SOUTH CHARLES STREET, SUITE 1510 · BALTIMORE, MD 21201 | Legal | $31,442 |
Filed as: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $18,467 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $17,435 |
FRANK M. VACCARO & ASSOCIATES4+ years Filed as: FRANK M VACCARO & ASSOCIATES, INC. Service code 13 · EIN 23-2148108 27 ROLAND AVENUE, SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $13,806 |
GRAY, GRIFFITH & MAYS, A.C.3 years Filed as: GRAY GRIFFITH & MAYS A.C. Service code 10 · EIN 55-0621482 707 VIRGINIA ST E · CHARLESTON, WV 25301 | Accounting | $5,900 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,005-100.0% | $140,019-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 87.0%-87.0pp | 87.5%-87.5pp | 70.9%-70.9pp |
| Annual return | -7.50% | 0.46%-8.0pp | 651.17%-658.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $1,154 | $3,403-66.1% | $5,605-79.4% | $2,078-44.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |