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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-4238973 | Plan Administrator | $18,647 |
SENSIBA SAN FILIPPO LLP5+ years Service code 10 · EIN 94-2370906 | Accounting | $13,000 |
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 | $50,506 | $58,655-13.9% | $91,994-45.1% | $65,185-22.5% |
| Participation rate | 100.0% | 75.3%+24.7pp | 78.6%+21.4pp | 70.2%+29.8pp |
| Annual return | -14.62% | 33.92%-48.5pp | 69.03%-83.6pp | 29.38%-44.0pp |
| Employer contribution / active EE | $1,351 | $2,080-35.1% | $3,452-60.9% | $2,177-37.9% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,923-100.0% | $3,514-100.0% |
| Admin fee / account holder | $184 | $434-57.6% | $7,743-97.6% | $847-78.2% |