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| Provider | Service type | Compensation |
|---|---|---|
ARTY COHN & FEUER LC1+ years Service code 10 · EIN 59-0718930 | Accounting | $45,654 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,785 | $80,354-89.1% | $133,975-93.4% | $63,975-86.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 3.26% | 13.11%-9.8pp | 29.29%-26.0pp | 48.65%-45.4pp |
| Employer contribution / active EE | $1,263 | $3,503-64.0% | $5,211-75.8% | $2,182-42.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $86 | $69+24.1% | $9,324-99.1% | $70+22.1% |