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| Provider | Service type | Compensation |
|---|---|---|
SUSSMAN SHANK LLP1 year Service code 29 · EIN 93-0461608 | Legal | $25,000 |
Annual investment return 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 | $51,703 | $76,112-32.1% | $96,544-46.4% | $71,529-27.7% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.0pp | 67.9%+31.1pp |
| Annual return | -19.21% | 22.80%-42.0pp | 25.88%-45.1pp | 28.97%-48.2pp |
| Employer contribution / active EE | $2,147 | $2,248-4.5% | $2,966-27.6% | $2,590-17.1% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $163 | $2,708-94.0% | $8,254-98.0% | $1,588-89.7% |