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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $58,557 |
BARATZ & ASSOCIATES, P.A.6 years Service code 10 · EIN 22-2212404 | Accounting | $44,000 |
ALAN BILLER & ASSOCIATES7+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $15,000 |
BARR & CAMENS7+ years Service code 29 · EIN 52-2065589 | Legal | $15,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $268,676-100.0% | $268,676-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.0%-55.0pp | 37.9%-37.9pp | 44.4%-44.4pp |
| Annual return | -128.89% | -11.17%-117.7pp | -10.68%-118.2pp | -14.65%-114.2pp |
| Employer contribution / active EE | $0 | $55,905-100.0% | $48,995-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $129-100.0% | $360-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $4,366-100.0% | $4,366-100.0% | $14,582-100.0% |