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| Provider | Service type | Compensation |
|---|---|---|
ISAACKS & ASSOCIATES1 year Service code 21 · EIN 76-0624733 17142 NORTH ELDRIDGE PKWY, STE. A · TOMBALL, TX 77377 | Bank Trustee | $19,852 |
EICHEN & DIMEGLIO1 year Filed as: EICHEN & DIMNEGLIO, P.C. Service code 10 · EIN 11-3320902 1 DUPONT STREET, SUITE 203 · PLAINVIEW, NY 11803 | Accounting | $16,250 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,684 | $148,534-9.3% | $135,903-0.9% | $139,434-3.4% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 6.33% | 79.19%-72.9pp | 68.23%-61.9pp | 372.94%-366.6pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $8,100-100.0% | $7,758-100.0% | $6,710-100.0% |
| Admin fee / account holder | $215 | $12,400-98.3% | $10,762-98.0% | $11,403-98.1% |