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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 20-4056745 | Contract Administrator | $105,879 |
FREEDMAN & LORRY, P.C.2+ years Filed as: FREEDMAN & LORRY Service code 29 · EIN 23-2158375 | Legal | $11,445 |
RBC WEALTH MANAGEMENT2+ years Service code 28 · EIN 41-1416330 | Investment Management | $10,000 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $9,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,606 | $80,354-90.5% | $133,975-94.3% | $63,975-88.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 6.75% | 13.11%-6.4pp | 29.29%-22.5pp | 48.65%-41.9pp |
| Employer contribution / active EE | $1,309 | $3,503-62.6% | $5,211-74.9% | $2,182-40.0% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $59 | $69-15.6% | $9,324-99.4% | $70-16.9% |