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| Provider | Service type | Compensation |
|---|---|---|
ORANSKY SCARAGGI & BORG P.C.10+ years Filed as: ANDREW BORG ESQ. Service code 29 · EIN 22-2221479 | Legal | $19,000 |
BRUNO, DIBELLO & CO., LLC10+ years Service code 10 · EIN 22-2414251 | Accounting | $17,852 |
Service code 13 · EIN 13-2831500 | Contract Administrator | $14,680 |
Filed as: STONECREST CAPITAL MARKETS INC 56-1 Service code 55 | Other Commissions | $10,160 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $0 |
Service code 55 · EIN 56-1943573 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,645 | $86,944-2.6% | $107,525-21.3% | $74,304+13.9% |
| Participation rate | 83.5% | 59.6%+24.0pp | 75.1%+8.5pp | 60.3%+23.2pp |
| Annual return | 5.63% | 23.52%-17.9pp | 181.32%-175.7pp | 29.43%-23.8pp |
| Employer contribution / active EE | $8,036 | $2,757+191.5% | $3,754+114.1% | $2,241+258.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $372 | $3,727-90.0% | $8,919-95.8% | $2,969-87.5% |