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| Provider | Service type | Compensation |
|---|---|---|
SOBEL AND CO LLC CPA1+ years Filed as: SOBEL AND CO. LLC CPA Service code 10 293 EISENHOWER PKWY, SUITE 290 · LIVINGSTON, NJ 07029 | Accounting | $10,515 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $539 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,855 | $33,745+243.3% | $64,105+80.7% | $55,191+109.9% |
| Participation rate | 89.2% | 59.4%+29.9pp | 68.2%+21.1pp | 69.2%+20.1pp |
| Annual return | 0.61% | 4.95%-4.3pp | 791.24%-790.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $1,594 | $641+148.7% | $1,820-12.4% | $1,899-16.0% |
| Participant deferral / active EE | $5,171 | $1,929+168.0% | $2,822+83.3% | $3,046+69.7% |
| Admin fee / account holder | $37 | $94-61.2% | $4,499-99.2% | $91-59.7% |