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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $35,940 |
TCI WEALTH ADVISORS INC1+ years Filed as: TCI WEALTH ADVISORS INC. Service code 27 · EIN 86-1002710 | Advisory (Plan) | $11,057 |
RUSS BALZARINI1+ years Filed as: RUSS KIMBERLIN, CPA PLLC Service code 10 · EIN 45-5497718 | Accounting | $6,400 |
CHARLES SCHWAB & CO., INC.1+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $120 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -0.79% | -1.80%+1.0pp | -2.01%+1.2pp | -7.14%+6.3pp |
| Employer contribution / active EE | $0 | $14,777-100.0% | $34,453-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |