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| Provider | Service type | Compensation |
|---|---|---|
APW CAPITAL INC4 years Service code 55 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 | Other Commissions | $44,350 |
SOBEL AND CO LLC CPA1 year Filed as: SOBEL AND CO. LLC CPA Service code 10 293 EISENHOWER PKWY STE 290 · LIVINGSTON, NJ 07029 | Accounting | $17,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,351 | $104,479-26.9% | $159,474-52.1% | $79,391-3.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.88% | 67.98%-50.1pp | 263.68%-245.8pp | 116.88%-99.0pp |
| Employer contribution / active EE | $14 | $3,417-99.6% | $4,831-99.7% | $2,428-99.4% |
| Participant deferral / active EE | $13,279 | $6,468+105.3% | $7,353+80.6% | $4,046+228.2% |
| Admin fee / account holder | $160 | $711-77.5% | $10,802-98.5% | $627-74.4% |