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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 20-5426003 | Investment Management | $17,780 |
L M KOHN & COMPANY1+ years Filed as: KOHN & REZNICK LLC Service code 10 · EIN 22-1478099 | Accounting | $17,000 |
UNITED BANK, N.A.1+ years Service code 28 · EIN 54-1071198 | Investment Management | $10,381 |
OLD WESTBURY PRIVATE EQUITY FUND1+ years Service code 28 · EIN 52-2312156 | Investment Management | $7,002 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,010 | $55,516-64.0% | $75,784-73.6% | $59,188-66.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.66% | -1.89%+2.6pp | 9.68%-9.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $15 | $110-86.1% | $5,300-99.7% | $92-83.4% |