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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $60,430 |
NEW & KARFUNKEL, P.C.2 years Filed as: NEW & KARFUNKEL Service code 29 · EIN 22-2553368 | Legal | $22,597 |
CARY KANE LLP4+ years Service code 29 · EIN 20-1942442 | Legal | $16,143 |
E.G. ACCOUNTING4+ years Service code 10 · EIN 11-3756843 | Accounting | $15,214 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $13,000 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 15 · EIN 06-1050034 | Recordkeeping | $7,580 |
THE SEGAL COMPANY4+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $4,379 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,340 | $67,598-46.2% | $75,886-52.1% | $77,787-53.3% |
| Participation rate | 100.0% | 69.6%+30.4pp | 69.3%+30.7pp | 73.2%+26.8pp |
| Annual return | 0.91% | 23.18%-22.3pp | 30.76%-29.8pp | 32.57%-31.7pp |
| Employer contribution / active EE | $2,426 | $2,430-0.2% | $2,500-3.0% | $2,504-3.1% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,603-100.0% | $3,967-100.0% |
| Admin fee / account holder | $164 | $96+69.9% | $5,418-97.0% | $100+63.6% |