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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-4238973 | Plan Administrator | $14,593 |
SENSIBA SAN FILIPPO LLP3+ years Service code 10 · EIN 94-2370906 | Accounting | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,042 | $59,535+12.6% | $90,161-25.6% | $62,293+7.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.81% | 23.53%-12.7pp | 34.89%-24.1pp | 28.90%-18.1pp |
| Employer contribution / active EE | $1,398 | $1,826-23.4% | $3,318-57.9% | $2,042-31.6% |
| Participant deferral / active EE | $0 | $4,639-100.0% | $5,287-100.0% | $3,169-100.0% |
| Admin fee / account holder | $141 | $337-58.2% | $5,943-97.6% | $479-70.6% |