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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITHBROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $17,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,177 | $30,599+1.9% | $74,577-58.2% | $57,658-45.9% |
| Participation rate | 46.6% | 49.1%-2.5pp | 68.1%-21.5pp | 70.2%-23.6pp |
| Annual return | 8.86% | 14.24%-5.4pp | 20.47%-11.6pp | 5.13%+3.7pp |
| Employer contribution / active EE | $343 | $1,000-65.7% | $2,525-86.4% | $1,974-82.6% |
| Participant deferral / active EE | $1,938 | $1,805+7.4% | $3,458-44.0% | $3,061-36.7% |
| Admin fee / account holder | $69 | $98-29.9% | $4,138-98.3% | $95-27.3% |