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| Provider | Service type | Compensation |
|---|---|---|
CHRISTINE E FRIES, P.A.2+ years Service code 10 · EIN 26-0745728 2646 SW MAPP RD STE 203 · PALM CITY, FL 34990 | Accounting | $8,550 |
CORPORATE RETIREMENT SERVICES2+ 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: STEIKER, FISCHER, EDWARDS ET AL Service code 16 · EIN 23-2483825 145 CULVER RD, STE 100-A · ROCHESTER, NY 14620 | Consulting | $2,306 |
Filed as: FIDELITY INVESTMENTS, INC. Service code 37 · EIN 04-2647786 82 DEVONSHIRE ST · BOSTON, MA 02109 | Loan Processing | $325 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $45,118 | $76,551-41.1% | $123,894-63.6% | $62,881-28.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.32% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,887 | $4,840-61.0% | $5,984-68.5% | $3,203-41.1% |
| Admin fee / account holder | $92 | $4,826-98.1% | $8,357-98.9% | $4,296-97.9% |