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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-4238973 | Plan Administrator | $18,433 |
SENSIBA SAN FILIPPO LLP6+ years Service code 10 · EIN 94-2370906 | Accounting | $13,650 |
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 | $36,435 | $70,486-48.3% | $100,528-63.8% | $79,852-54.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -25.49% | 21.90%-47.4pp | 30.90%-56.4pp | 31.72%-57.2pp |
| Employer contribution / active EE | $1,303 | $2,165-39.8% | $3,419-61.9% | $2,471-47.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $187 | $4,480-95.8% | $8,084-97.7% | $5,306-96.5% |