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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 46-4198717 | Advisory (Plan) | $14,153 |
GITOMER & BERENHOLZ, PC3 years Filed as: GITOMER & BERENHOLZ Service code 10 445 SHADY LANE · HUNTINGDON VALLEY, PA 19006 | Accounting | $14,000 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,108 |
TD AMERITRADE, INC.2 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,701 | $65,453-8.8% | $86,698-31.1% | $66,938-10.8% |
| Participation rate | 48.3% | 75.5%-27.2pp | 76.6%-28.3pp | 69.8%-21.5pp |
| Annual return | -17.80% | -10.89%-6.9pp | 35.95%-53.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $499 | $2,154-76.8% | $2,837-82.4% | $2,545-80.4% |
| Participant deferral / active EE | $3,041 | $4,102-25.9% | $4,656-34.7% | $4,238-28.2% |
| Admin fee / account holder | $454 | $642-29.2% | $7,493-93.9% | $594-23.4% |