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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP3 years Filed as: EISER AMPER Service code 34 · EIN 13-1639826 | Valuation (appraisals, etc.) | $10,000 |
SMOLIN, LUPIN & CO1 year Filed as: SMOLIN LUPIN & CO PA Service code 10 · EIN 22-2258733 | Accounting | $7,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,286 | $53,596-69.6% | $90,657-82.0% | $64,173-74.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 2.65% | 4.41%-1.8pp | 1.89%+0.8pp | 7.63%-5.0pp |
| Employer contribution / active EE | $105 | $1,503-93.0% | $2,532-95.8% | $2,381-95.6% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $146 | $3,868-96.2% | $4,994-97.1% | $4,887-97.0% |