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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $60,000 |
BARATZ & ASSOCIATES, P.A.2 years Service code 10 · EIN 22-2212404 | Accounting | $16,200 |
ALAN BILLER & ASSOCIATES3+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $15,000 |
BARR & CAMENS3+ years Service code 29 · EIN 52-2065589 | Legal | $15,000 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $261,924-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 1.8%-1.8pp |
| Annual return | -27.87% | -0.13%-27.7pp | -2.99%-24.9pp | 0.19%-28.1pp |
| Employer contribution / active EE | $493 | $16,248-97.0% | $41,623-98.8% | $13,763-96.4% |
| Participant deferral / active EE | $0 | $82-100.0% | $35-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $38,841-100.0% | $426-100.0% |