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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $43,044 |
CARY KANE LLP6+ years Service code 29 · EIN 20-1942442 | Legal | $25,913 |
E.G. ACCOUNTING6+ years Service code 10 · EIN 11-3756843 | Accounting | $18,000 |
DAVID ROMANO1 year Filed as: DAVID W. NEW, P.C. Service code 26 · EIN 22-2553368 | Advisory (Participants) | $16,833 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $13,000 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
JOSE LOOR1 year Service code 10 · EIN 46-1963945 | Accounting | $5,580 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,354 | $78,339-52.3% | $85,709-56.4% | $93,010-59.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 8.55% | 21.17%-12.6pp | 21.49%-12.9pp | 158.70%-150.2pp |
| Employer contribution / active EE | $588 | $2,560-77.0% | $2,619-77.5% | $2,705-78.3% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,924-100.0% | $4,561-100.0% |
| Admin fee / account holder | $178 | $104+71.5% | $6,876-97.4% | $152+17.5% |