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| Provider | Service type | Compensation |
|---|---|---|
EJREYNOLDS, INC.1+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $12,064 |
BRUNT, SWEENEY, MATZ, PA1+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $5,250 |
MALCOM H. GISSEN & ASSOC1+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $1,665 |
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 | $3,195 | $46,732-93.2% | $156,551-98.0% | $55,167-94.2% |
| Participation rate | 98.3% | 65.8%+32.5pp | 84.0%+14.3pp | 69.0%+29.3pp |
| Annual return | -3.44% | 17.72%-21.2pp | 32.23%-35.7pp | 169.23%-172.7pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $46 | $418-89.1% | $13,028-99.6% | $504-90.9% |