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| Provider | Service type | Compensation |
|---|---|---|
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $16,867 |
BENESYS, INC.1+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $14,187 |
BERLA INVESTMENT CONSULTING1+ years Service code 27 35 QUAIL CT · WALNUT CREEK, CA 94596 | Advisory (Plan) | $10,450 |
Service code 29 · EIN 94-2576729 | Legal | $8,281 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,371 | $52,884-38.8% | $84,753-61.8% | $55,167-41.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 0.24% | 18.03%-17.8pp | 22.78%-22.5pp | 169.23%-169.0pp |
| Employer contribution / active EE | $2,826 | $2,233+26.5% | $3,574-20.9% | $1,963+44.0% |
| Participant deferral / active EE | $1,013 | $2,644-61.7% | $3,712-72.7% | $3,054-66.8% |
| Admin fee / account holder | $134 | $581-76.9% | $5,333-97.5% | $504-73.4% |