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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.
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 | $84,645 | $83,369+1.5% | $105,223-19.6% | $67,986+24.5% |
| Participation rate | 83.5% | 56.3%+27.3pp | 75.0%+8.5pp | 57.2%+26.3pp |
| Annual return | 5.63% | 24.64%-19.0pp | 180.65%-175.0pp | 31.67%-26.0pp |
| Employer contribution / active EE | $8,036 | $2,541+216.3% | $3,689+117.9% | $2,019+298.1% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $372 | $4,073-90.9% | $8,859-95.8% | $3,203-88.4% |