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| Provider | Service type | Compensation |
|---|---|---|
MERANZE KATZ AND GAUDIOSO PC1+ years Filed as: MERANZE AND KATZ Service code 29 · EIN 23-2943773 121 S BROAD ST · PHILADELPHIA, PA 19107 | Legal | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,067 | $56,287-67.9% | $80,977-77.7% | $62,881-71.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | -4.69% | 22.13%-26.8pp | 17.11%-21.8pp | 20.14%-24.8pp |
| Employer contribution / active EE | $2,738 | $1,943+40.9% | $3,715-26.3% | $2,281+20.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $174 | $3,742-95.3% | $5,517-96.8% | $4,296-95.9% |