Filed July 7, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
SHEPHERD KAPLAN LLC6+ years Service code 27 · EIN 83-0368447 | Advisory (Plan) | $69,000 |
USI CONSULTING GROUP6+ years Service code 11 · EIN 06-1053228 | Actuarial | $64,087 |
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $14,813 |
MP P.C.3 years Filed as: MORIARTY & PRIMACK, P.C. Service code 10 · EIN 04-3191789 | Accounting | $9,628 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $97,450-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 41.9%-41.9pp | 3.6%-3.6pp |
| Annual return | 24.10% | 11.84%+12.3pp | 10.56%+13.5pp | 11.84%+12.3pp |
| Employer contribution / active EE | $6,575 | $17,339-62.1% | $28,542-77.0% | $17,339-62.1% |
| Participant deferral / active EE | $0 | $683-100.0% | $484-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $1,464-100.0% | $409-100.0% |