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| Provider | Service type | Compensation |
|---|---|---|
PREISZ ASSOCIATES3 years Filed as: PREISZ ASSOCIATES, INC. Service code 28 · EIN 93-1297546 | Investment Management | $23,090 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,234-100.0% | $267,477-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.5%-35.5pp | 5.6%-5.6pp |
| Annual return | -11.24% | -14.45%+3.2pp | -38.86%+27.6pp | 39.82%-51.1pp |
| Employer contribution / active EE | $18,641 | $14,058+32.6% | $37,752-50.6% | $19,980-6.7% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |