Filed April 28, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Claims pro... | $180,365 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $46,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $22,455 |
CARON & BLETZER, PLLC6+ years Service code 10 · EIN 04-3499945 | Accounting | $16,000 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,428 | $56,095+98.6% | $178,503-37.6% | $90,274+23.4% |
| Participation rate | 64.0% | 65.6%-1.5pp | 81.9%-17.9pp | 73.4%-9.3pp |
| Annual return | 13.20% | 28.81%-15.6pp | 151.12%-137.9pp | 53.97%-40.8pp |
| Employer contribution / active EE | $1,146 | $1,572-27.1% | $5,011-77.1% | $2,523-54.6% |
| Participant deferral / active EE | $4,487 | $2,669+68.1% | $5,202-13.7% | $4,231+6.1% |
| Admin fee / account holder | $140 | $101+39.3% | $13,987-99.0% | $114+22.9% |