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| Provider | Service type | Compensation |
|---|---|---|
EJREYNOLDS, INC.2+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $9,281 |
MALCOM H. GISSEN & ASSOC2+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $7,026 |
BRUNT, SWEENEY, MATZ, PA2+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $5,250 |
Annual investment return 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.
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 | $2,975 | $55,453-94.6% | $170,435-98.3% | $62,293-95.2% |
| Participation rate | 78.2% | 66.4%+11.8pp | 83.6%-5.4pp | 69.5%+8.7pp |
| Annual return | 7.30% | 21.38%-14.1pp | 205.94%-198.6pp | 28.90%-21.6pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $91 | $455-80.0% | $13,881-99.3% | $479-81.0% |