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| Provider | Service type | Compensation |
|---|---|---|
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDIT, INC. Service code 99 · EIN 22-2000222 | Other Fees | $7,923 |
Service code 99 · EIN 58-1396043 | Other Fees | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,137 | $65,034+21.7% | $90,970-13.0% | $79,856-0.9% |
| Participation rate | 69.1% | 61.6%+7.5pp | 69.0%+0.1pp | 69.6%-0.5pp |
| Annual return | 9.34% | 30.45%-21.1pp | 134.60%-125.3pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,386 | $1,247+11.1% | $2,122-34.7% | $2,471-43.9% |
| Participant deferral / active EE | $1,657 | $2,512-34.1% | $3,373-50.9% | $3,741-55.7% |
| Admin fee / account holder | $189 | $4,536-95.8% | $5,961-96.8% | $5,306-96.4% |