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| Provider | Service type | Compensation |
|---|---|---|
EJREYNOLDS, INC.9+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $11,140 |
BRUNT, SWEENEY, MATZ, PA9+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $6,950 |
MALCOM H. GISSEN & ASSOC9+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $5,200 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,089 | $55,470-94.4% | $155,556-98.0% | $74,478-95.9% |
| Participation rate | 21.9% | 61.9%-40.0pp | 78.2%-56.3pp | 67.2%-45.3pp |
| Annual return | 8.46% | 269.80%-261.3pp | 64.84%-56.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,631-100.0% | $4,350-100.0% |
| Admin fee / account holder | $62 | $1,744-96.4% | $15,885-99.6% | $1,946-96.8% |