| Provider | Service type | Compensation |
|---|---|---|
DUMONT, MORRIS AND BURKE, PC2+ years Service code 29 · EIN 54-2087269 | Legal | $60,645 |
ATLAS FINANCIAL GROUP, LLC2+ years Service code 14 · EIN 02-0521107 | Plan Administrator | $24,743 |
Filed as: BENEFIT PLAN ADMIN SERVICES Service code 12 · EIN 16-1503696 | Participant loan processing; Recordke... | $16,156 |
D'ARCANGELO & CO., LLP2+ years Service code 10 · EIN 13-2550103 | Accounting | $9,650 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,700 | $77,197-81.0% | $86,645-83.0% | $93,010-84.2% |
| Participation rate | 70.2% | 78.2%-8.0pp | 71.7%-1.5pp | 73.9%-3.7pp |
| Annual return | 13.86% | 16.31%-2.4pp | 63.52%-49.7pp | 158.70%-144.8pp |
| Employer contribution / active EE | $680 | $2,514-73.0% | $2,496-72.8% | $2,705-74.9% |
| Participant deferral / active EE | $413 | $3,831-89.2% | $3,700-88.8% | $4,561-90.9% |
| Admin fee / account holder | $54 | $105-48.3% | $5,830-99.1% | $152-64.3% |