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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 | $80,332+5.4% | $107,187-21.0% | $64,097+32.1% |
| Participation rate | 83.5% | 54.4%+29.1pp | 75.0%+8.5pp | 55.2%+28.4pp |
| Annual return | 5.63% | 24.26%-18.6pp | 204.55%-198.9pp | 34.64%-29.0pp |
| Employer contribution / active EE | $8,036 | $2,501+221.3% | $3,782+112.5% | $1,891+324.9% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $5,096-100.0% | $3,080-100.0% |
| Admin fee / account holder | $372 | $4,314-91.4% | $9,162-95.9% | $3,454-89.2% |