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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $32,500 |
Filed as: CBIZ TOFIAS Service code 10 · EIN 43-1947695 | Accounting | $13,127 |
WITHUMSMITH+BROWN, PC2 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 28 · EIN 04-3422478 | Investment Management | $12,775 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $10,101 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $7,090 |
Service code 50 · EIN 04-2647786 | Direct Payment | $3,809 |
Filed as: FIDELITY INVEST INST. OPR. CO. INC. Service code 60 | Sub-TA Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,954 | $46,173+140.3% | $170,435-34.9% | $69,631+59.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 15.73% | 21.62%-5.9pp | 205.94%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $3,242 | $1,610+101.4% | $5,432-40.3% | $2,032+59.5% |
| Participant deferral / active EE | $5,693 | $2,080+173.7% | $4,939+15.3% | $3,224+76.6% |
| Admin fee / account holder | $56 | $116-51.3% | $13,881-99.6% | $110-48.9% |