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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $30,755 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARD & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $8,400 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $6,150 |
Participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,128 | $69,305-75.3% | $82,312-79.2% | $69,631-75.4% |
| Participation rate | 99.6% | 80.3%+19.3pp | 76.9%+22.7pp | 70.7%+28.9pp |
| Annual return | 7.69% | 21.47%-13.8pp | 25.88%-18.2pp | 27571.02%-27563.3pp |
| Employer contribution / active EE | $984 | $1,887-47.9% | $2,428-59.5% | $2,032-51.6% |
| Participant deferral / active EE | $671 | $3,568-81.2% | $3,706-81.9% | $3,224-79.2% |
| Admin fee / account holder | $111 | $97+14.7% | $5,608-98.0% | $110+0.9% |