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| Provider | Service type | Compensation |
|---|---|---|
ROGOFF & COMPANY PC8+ years Service code 10 · EIN 13-2688836 | Accounting | $36,000 |
JP MORGAN SECURITIES LLC8+ years Filed as: JP MORGAN SECURITIES Service code 51 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Mgmt Fees | $23,628 |
CHOICE ASSET MANAGEMENT LLC3 years Service code 51 · EIN 45-5164319 57 COLUMBUS AVENUE · LAKEWOOD, NJ 08701 | Investment Mgmt Fees | $12,003 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,427,611 | $777,995+2268.6% | $159,960+11420.1% | - |
| Participation rate | 0.0% | 55.4%-55.4pp | 78.0%-78.0pp | - |
| Annual return | 4.29% | -14.85%+19.1pp | 408.60%-404.3pp | - |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,226-100.0% | - |
| Participant deferral / active EE | $0 | $3,690-100.0% | $6,182-100.0% | - |
| Admin fee / account holder | $17,324 | $22,807-24.0% | $8,698+99.2% | - |