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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP2 years Filed as: EISNER AMPER Service code 99 · EIN 13-1639826 | Other Fees | $23,368 |
FOX ROTHSCHILD LLP2 years Filed as: FOX ROTHSCHILD Service code 99 | Other Fees | $21,100 |
Service code 99 · EIN 11-2588222 | Other Fees | $7,100 |
NATIONAL ASSET MANAGEMENT2 years Service code 99 · EIN 91-1678671 | Other Fees | $5,940 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,127 |
FOX ROTHSCHILD LLP2 years Service code 99 · EIN 23-1404723 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $207,176 | $80,753+156.6% | $136,298+52.0% | $62,293+232.6% |
| Participation rate | 82.5% | 73.5%+8.9pp | 81.9%+0.6pp | 69.5%+13.0pp |
| Annual return | 15.81% | 35.83%-20.0pp | 5156.27%-5140.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $91 | $2,884-96.8% | $4,696-98.1% | $2,042-95.5% |
| Participant deferral / active EE | $9,322 | $5,164+80.5% | $6,247+49.2% | $3,169+194.2% |
| Admin fee / account holder | $375 | $525-28.6% | $9,244-95.9% | $479-21.8% |