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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 20-4056745 | Accounting | $124,673 |
NOVAK FRANCELLA LLC5+ years Service code 10 · EIN 61-1436956 | Accounting | $10,600 |
RBC WEALTH MANAGEMENT5+ years Service code 28 · EIN 41-1416330 | Investment Management | $10,000 |
FREEDMAN & LORRY, P.C.5+ years Filed as: FREEDMAN & LORRY Service code 29 · EIN 23-2158375 | Legal | $6,914 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,935 | $67,598-83.8% | $75,901-85.6% | $77,775-85.9% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 16.53% | 23.18%-6.6pp | 30.76%-14.2pp | 32.58%-16.0pp |
| Employer contribution / active EE | $1,520 | $2,430-37.5% | $2,501-39.2% | $2,504-39.3% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,966-100.0% |
| Admin fee / account holder | $70 | $96-27.7% | $5,420-98.7% | $100-30.4% |