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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,787 |
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER KAPLAN Service code 10 · EIN 95-2036255 | Accounting | $13,650 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,451 | $64,729-49.9% | $112,263-71.1% | $68,490-52.6% |
| Participation rate | 91.5% | 67.2%+24.4pp | 75.1%+16.5pp | 67.9%+23.6pp |
| Annual return | -12.60% | -11.40%-1.2pp | 27.49%-40.1pp | -7.85%-4.7pp |
| Employer contribution / active EE | $233 | $2,746-91.5% | $3,636-93.6% | $2,597-91.0% |
| Participant deferral / active EE | $5,432 | $3,566+52.3% | $4,729+14.9% | $4,028+34.9% |
| Admin fee / account holder | $238 | $5,222-95.4% | $6,410-96.3% | $5,403-95.6% |