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| Provider | Service type | Compensation |
|---|---|---|
COHEN & STEERS2+ years Filed as: COHEN, WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $38,808 |
SCHULTHEIS & PANETTIERI, LLP2+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $30,910 |
QUAN-VEST CONSULTANTS, INC.2+ years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $10,728 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,104 | $80,354-97.4% | $133,975-98.4% | $63,975-96.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 1.91% | 13.11%-11.2pp | 29.29%-27.4pp | 48.65%-46.7pp |
| Employer contribution / active EE | $443 | $3,503-87.3% | $5,211-91.5% | $2,182-79.7% |
| Participant deferral / active EE | $38 | $5,239-99.3% | $6,282-99.4% | $3,356-98.9% |
| Admin fee / account holder | $33 | $69-51.7% | $9,324-99.6% | $70-52.5% |