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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $27,867 |
CHERNOFF DIAMOND & CO., LLC2+ years Filed as: CHERNOFF DIAMOND AND CO., LLC Service code 15 · EIN 11-2836994 | Recordkeeping | $25,965 |
Service code 10 · EIN 47-0900880 | Accounting | $5,097 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,184 | $30,599-70.0% | $74,577-87.7% | $57,658-84.1% |
| Participation rate | 65.9% | 49.1%+16.7pp | 68.1%-2.3pp | 70.2%-4.4pp |
| Annual return | 4.95% | 14.24%-9.3pp | 20.47%-15.5pp | 5.13%-0.2pp |
| Employer contribution / active EE | $1,894 | $1,000+89.5% | $2,525-25.0% | $1,974-4.0% |
| Participant deferral / active EE | $531 | $1,805-70.6% | $3,458-84.7% | $3,061-82.7% |
| Admin fee / account holder | $233 | $98+138.1% | $4,138-94.4% | $95+146.9% |