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| Provider | Service type | Compensation |
|---|---|---|
ROGOFF & COMPANY PC6+ years Service code 10 · EIN 13-2688836 | Accounting | $30,000 |
JP MORGAN SECURITIES LLC6+ years Filed as: JP MORGAN SECURITIES Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $20,205 |
Service code 51 57 COLUMBUS AVENUE · LAKEWOOD, NJ 08701 | Investment Mgmt Fees | $10,910 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,544,773 | $228,352+8021.1% | $185,835+9879.2% | $158,966+11565.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.60% | 40.81%-34.2pp | 35.96%-29.4pp | 302.95%-296.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,192 | $11,867+28.0% | $9,502+59.9% | $11,250+35.0% |