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| Provider | Service type | Compensation |
|---|---|---|
NOITU INSURANCE TRUST FUND4 years Service code 50 · EIN 11-1740492 | Direct Payment | $563,736 |
USI CONSULTING GROUP6 years Service code 15 · EIN 06-1053228 | Recordkeeping | $266,847 |
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $16,380 |
Filed as: GOULD, KOBRICK AND SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,902 |
Service code 14 · EIN 11-1896570 | Plan Administrator | $13,263 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,270 | $110,299-80.7% | $102,423-79.2% | $199,593-89.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 11.43% | 35.73%-24.3pp | 29.32%-17.9pp | 34.25%-22.8pp |
| Employer contribution / active EE | $1,908 | $3,603-47.0% | $3,023-36.9% | $3,034-37.1% |
| Participant deferral / active EE | $814 | $6,376-87.2% | $5,053-83.9% | $5,087-84.0% |
| Admin fee / account holder | $152 | $122+24.7% | $9,451-98.4% | $269-43.3% |