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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANET A PANEBIANCO CPA PLLC D/B/A B Service code 99 · EIN 71-1039549 | Other Fees | $1,609 |
Service code 15 · EIN 04-1590850 | Recordkeeping | $307 |
ADP BROKER-DEALER2 years Filed as: ADP BROKER - DEALER Service code 59 | Shareholder Servicing | $0 |
ADP BROKER-DEALER4+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,236 | $43,504-76.5% | $68,612-85.1% | $56,287-81.8% |
| Participation rate | 16.0% | 67.8%-51.8pp | 72.2%-56.2pp | 69.9%-53.8pp |
| Annual return | -3.48% | -3.15%-0.3pp | -4.63%+1.1pp | -9.96%+6.5pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $191 | $2,509-92.4% | $3,311-94.2% | $3,350-94.3% |
| Admin fee / account holder | $22 | $515-95.6% | $5,131-99.6% | $521-95.7% |