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| Provider | Service type | Compensation |
|---|---|---|
EJREYNOLDS, INC.8+ years Service code 10 · EIN 59-2265857 9050 PINES BOULEVARD · PEMBROKE PINES, FL 33024 | Accounting | $11,282 |
BRUNT, SWEENEY, MATZ, PA8+ years Service code 10 7369 SHERIDAN STREET · HOLLYWOOD, FL 33024 | Accounting | $7,250 |
MALCOM H. GISSEN & ASSOC8+ years Service code 27 · EIN 20-4690481 1700 CALIFORNIA STREET, SUITE 335 · SAN FRANCISCO, CA 94109 | Advisory (Plan) | $5,182 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,887 | $61,272-95.3% | $149,673-98.1% | $71,457-96.0% |
| Participation rate | 28.9% | 62.5%-33.6pp | 78.8%-49.9pp | 67.9%-39.1pp |
| Annual return | 4.09% | 35.85%-31.8pp | 134.42%-130.3pp | 28.85%-24.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $64 | $1,261-94.9% | $13,210-99.5% | $1,587-96.0% |