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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 20-4056745 | Accounting | $125,060 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $10,150 |
RBC WEALTH MANAGEMENT4+ years Service code 28 · EIN 41-1416330 | Investment Management | $10,000 |
FREEDMAN & LORRY, P.C.4+ years Filed as: FREEDMAN & LORRY Service code 29 · EIN 23-2158375 | Legal | $7,112 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,770 | $82,546-89.4% | $140,019-93.7% | $75,289-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -3.72% | -0.36%-3.4pp | 651.15%-654.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $1,368 | $3,856-64.5% | $5,605-75.6% | $2,405-43.1% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $64 | $86-25.9% | $10,705-99.4% | $102-37.9% |