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| Provider | Service type | Compensation |
|---|---|---|
BERTINI CONSULTING GROUP2 years Service code 16 · EIN 26-1463863 | Consulting | $18,618 |
Filed as: ARIA EMPLOYEE BENEFITS Service code 17 · EIN 46-0666987 | Pension Consulting | $15,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $10,500 |
BERDON LLP1 year Service code 10 · EIN 13-0485070 | Accounting | $5,012 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,189 | $81,537-98.5% | $149,721-99.2% | $69,631-98.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | -16.37% | 22.79%-39.2pp | 1501.67%-1518.0pp | 27571.02%-27587.4pp |
| Employer contribution / active EE | $907 | $3,239-72.0% | $5,444-83.3% | $2,032-55.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $79 | $107-26.1% | $11,282-99.3% | $110-28.4% |