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| Provider | Service type | Compensation |
|---|---|---|
CAPALDI REYNOLDS & PELOSI, P.A.2+ years Filed as: CAPALDI, REYNOLDS & PELOSI, Service code 10 · EIN 22-2097516 | Accounting | $32,000 |
PORTFOLIO EVALUATIONS, INC.2+ years Service code 27 · EIN 22-3189064 | Advisory (Plan) | $25,000 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN, BELLAND ETAL Service code 29 · EIN 37-1467056 | Legal | $14,209 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,682 | $57,921+160.2% | $84,753+77.8% | $57,658+161.3% |
| Participation rate | 71.1% | 72.9%-1.8pp | 76.6%-5.5pp | 70.2%+0.9pp |
| Annual return | 4.60% | 10.24%-5.6pp | 22.78%-18.2pp | 5.13%-0.5pp |
| Employer contribution / active EE | $5,466 | $2,598+110.4% | $3,574+52.9% | $1,974+176.9% |
| Participant deferral / active EE | $35 | $2,742-98.7% | $3,712-99.1% | $3,061-98.9% |
| Admin fee / account holder | $215 | $130+65.6% | $5,333-96.0% | $95+127.2% |