Filed September 11, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $69,331 |
TOPEL FORMAN LLC1 year Service code 10 · EIN 36-2469413 | Accounting | $11,500 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $226,918-100.0% | $226,918-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 21.9%-21.9pp | 19.4%-19.4pp | 35.7%-35.7pp |
| Annual return | -5.03% | 8.21%-13.2pp | 8.54%-13.6pp | 15.19%-20.2pp |
| Employer contribution / active EE | $46,044 | $27,703+66.2% | $26,203+75.7% | $34,877+32.0% |
| Participant deferral / active EE | $0 | $255-100.0% | $449-100.0% | $86-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $50,584-100.0% |