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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $28,500 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $20,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,147 | $39,973-19.6% | $79,580-59.6% | $77,906-58.7% |
| Participation rate | 22.3% | 64.6%-42.3pp | 69.5%-47.2pp | 73.7%-51.4pp |
| Annual return | -15.50% | 3.42%-18.9pp | 0.15%-15.7pp | 12.16%-27.7pp |
| Employer contribution / active EE | $310 | $1,088-71.5% | $2,413-87.2% | $2,846-89.1% |
| Participant deferral / active EE | $886 | $2,774-68.0% | $3,985-77.8% | $4,805-81.6% |
| Admin fee / account holder | $50 | $113-55.9% | $6,835-99.3% | $133-62.5% |