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| Provider | Service type | Compensation |
|---|---|---|
GREENBERG TRAURIG1+ years Service code 29 · EIN 59-1270754 | Legal | $147,159 |
LAW OFFICES OF MARK FREEDMAN1+ years Service code 29 · EIN 45-4078804 | Legal | $39,533 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $34,964 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
BVI1+ years Service code 34 · EIN 59-3137254 | Valuation (appraisals, etc.) | $12,250 |
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 | $3,722 | $31,109-88.0% | $67,704-94.5% | $52,331-92.9% |
| Participation rate | 91.7% | 54.0%+37.8pp | 67.5%+24.2pp | 68.1%+23.6pp |
| Annual return | -52.12% | 23.70%-75.8pp | 25.41%-77.5pp | 4.54%-56.7pp |
| Employer contribution / active EE | $8,565 | $1,076+696.2% | $2,559+234.6% | $1,882+355.2% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $187 | $466-59.8% | $4,255-95.6% | $592-68.3% |