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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 13-2600875 | Accounting | $71,570 |
ARNOLD & KADJAN3+ years Filed as: ARNOLD, NEWBOLD, WINTER & JACKSON Service code 29 · EIN 43-1174269 | Legal | $12,761 |
Filed as: SUMMERS, SPENCER & COMPANY, PA Service code 10 · EIN 48-0969601 | Accounting | $10,000 |
Employer 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,463 | $221,442-99.3% | $92,239-98.4% | $77,958-98.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.23% | 15.65%-7.4pp | 176.29%-168.1pp | 20.87%-12.6pp |
| Employer contribution / active EE | $492 | $3,226-84.7% | $3,680-86.6% | $2,310-78.7% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $43 | $210-79.5% | $5,194-99.2% | $97-55.8% |