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| Provider | Service type | Compensation |
|---|---|---|
MIKE AVERSANO CPA, PC1 year Filed as: MIKE AVERSANO CPA,PC Service code 10 · EIN 47-5684521 | Accounting | $36,000 |
CEP CONSULTANTS, INC2 years Filed as: CEP CONSULTANTS INC Service code 64 · EIN 11-2482296 | Recordkeeping Fees | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,648-100.0% | $88,648-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 37.5%-37.5pp | 34.1%-34.1pp |
| Annual return | -8.22% | 8.59%-16.8pp | 8.71%-16.9pp | 13.02%-21.2pp |
| Employer contribution / active EE | $0 | $25,891-100.0% | $23,024-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $15-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $648-100.0% | $648-100.0% | $39,117-100.0% |