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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN BROTHERS HARRIMAN Service code 27 · EIN 13-4973745 | Advisory (Plan) | $116,184 |
BPAS2+ years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $114,895 |
HSBC2+ years Service code 27 · EIN 13-2774727 | Advisory (Plan) | $76,573 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 27 · EIN 94-1347393 | Advisory (Plan) | $12,848 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
ADP BROKER-DEALER2+ years Filed as: ADP Service code 12 · EIN 11-3151378 | Claims processing | $9,085 |
THE WAGNER LAW GROUP1 year Service code 29 · EIN 04-3323315 | Legal | $4,345 |
OLSHAM GRUNDMAN FROME ROSENZWEIG2+ years Service code 29 · EIN 13-1978173 | Legal | $472 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 6.48% | 16.85%-10.4pp | 5.44%+1.0pp | 11.88%-5.4pp |
| Employer contribution / active EE | $34,168 | $10,313+231.3% | $25,481+34.1% | $14,612+133.8% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |