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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 27-0148468 | Accounting | $46,198 |
GORDON ADVISORS, P.C.1 year Filed as: GORDON ADVISORS Service code 10 · EIN 38-2656556 | Accounting | $9,800 |
R.H. BLUESTEIN & COMPANY2+ years Service code 51 · EIN 38-2953545 | Investment Mgmt Fees | $5,862 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $350,496-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 4.5%-4.5pp |
| Annual return | 0.72% | 11.68%-11.0pp | 12.88%-12.2pp | 13.95%-13.2pp |
| Employer contribution / active EE | $20,946 | $10,817+93.6% | $40,010-47.6% | $16,598+26.2% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $7,226-100.0% | $612-100.0% |