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| Provider | Service type | Compensation |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 28 · EIN 36-4291971 | Investment Management | $22,500 |
WITHUMSMITH+BROWN, PC3 years Filed as: PARKER, BROWN, MACAULAY & SHEERIN Service code 28 · EIN 04-3422478 | Investment Management | $18,587 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $10,520 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $7,500 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,546 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $3,560 |
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 | $104,942 | $37,196+182.1% | $154,111-31.9% | $55,725+88.3% |
| Participation rate | 90.7% | 64.1%+26.6pp | 83.0%+7.6pp | 70.9%+19.8pp |
| Annual return | -3.02% | 1319.68%-1322.7pp | 735.18%-738.2pp | 244.93%-248.0pp |
| Employer contribution / active EE | $3,274 | $1,614+102.8% | $5,298-38.2% | $2,078+57.5% |
| Participant deferral / active EE | $5,537 | $2,068+167.7% | $5,081+9.0% | $3,356+65.0% |
| Admin fee / account holder | $47 | $102-53.5% | $13,411-99.6% | $115-59.0% |