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| Provider | Service type | Compensation |
|---|---|---|
CHRISTINE E FRIES, P.A.1+ years Service code 10 · EIN 26-0745728 2646 SW MAPP RD STE 203 · PALM CITY, FL 34990 | Accounting | $10,525 |
Filed as: STEIKER, FISCHER, EDWARDS ET AL Service code 16 · EIN 23-2483825 145 CULVER RD, STE 100-A · ROCHESTER, NY 14620 | Consulting | $4,561 |
CORPORATE RETIREMENT SERVICES1+ years Filed as: CORPORATE RETIREMENT SERVICES, INC. Service code 16 · EIN 22-3507738 1100 US HWY 22, STE 6 · PLAINFIELD, NJ 07060 | Consulting | $2,500 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 37 · EIN 04-2647786 82 DEVONSHIRE ST · BOSTON, MA 02109 | Loan Processing | $655 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,713 | $72,177-43.6% | $115,037-64.6% | $59,633-31.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.30% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.40%-2039.1pp |
| Employer contribution / active EE | $428 | $2,841-84.9% | $4,608-90.7% | $2,203-80.6% |
| Participant deferral / active EE | $1,987 | $4,783-58.5% | $6,026-67.0% | $3,192-37.8% |
| Admin fee / account holder | $113 | $4,927-97.7% | $8,175-98.6% | $4,297-97.4% |