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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $99,554 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $35,761 |
Filed as: THE PARAGON ALLIANCE GROUP LLC Service code 49 · EIN 23-3044062 | Other Services | $25,000 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $17,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $254,759-100.0% | $216,567-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 84.5%-84.5pp | 81.6%-81.6pp | 82.4%-82.4pp |
| Annual return | -97.21% | 10.04%-107.3pp | 12.94%-110.2pp | 202.70%-299.9pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |