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| Provider | Service type | Compensation |
|---|---|---|
SOBEL AND CO LLC CPA2+ years Filed as: SOBEL AND CO. LLC CPA Service code 10 293 EISENHOWER PKWY, SUITE 290 · LIVINGSTON, NJ 07029 | Accounting | $10,700 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,401 |
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 | $118,595 | $37,044+220.1% | $71,796+65.2% | $57,658+105.7% |
| Participation rate | 88.6% | 61.1%+27.5pp | 69.1%+19.5pp | 70.2%+18.4pp |
| Annual return | 8.48% | 12.64%-4.2pp | 78.04%-69.6pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,603 | $720+122.6% | $1,924-16.7% | $1,974-18.8% |
| Participant deferral / active EE | $5,576 | $1,974+182.4% | $2,794+99.5% | $3,061+82.2% |
| Admin fee / account holder | $41 | $101-58.9% | $4,815-99.1% | $95-56.1% |