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| Provider | Service type | Compensation |
|---|---|---|
BERRY & CO., CPA'S LTD2+ years Filed as: BERRY & CO., CPA'S, LTD Service code 10 · EIN 88-0400174 | Accounting | $30,359 |
WILSON-MCSHANE CORPORATION2+ years Service code 10 · EIN 41-0956552 | Accounting | $24,000 |
THE URBAN LAW FIRM2+ years Service code 29 · EIN 75-2986189 | Legal | $5,860 |
MARCO CONSULTING GROUP1 year Filed as: MARCO CONSULTING GROUP, INC Service code 17 · EIN 36-3555078 | Pension Consulting | $5,092 |
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 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -10.66% | 611.38%-622.0pp | 22.78%-33.4pp | 48.65%-59.3pp |
| Employer contribution / active EE | $699 | $2,943-76.3% | $3,574-80.5% | $2,182-68.0% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |