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| Provider | Service type | Compensation |
|---|---|---|
POVOL & COMPANY, CPA, PC3+ years Service code 10 · EIN 81-0777739 | Accounting | $50,000 |
POLEN CAPITAL1 year Filed as: POLEN Service code 27 · EIN 26-0319356 | Advisory (Plan) | $44,940 |
Filed as: EMERSON INVESTMENT MANAGEMENT Service code 28 · EIN 04-2856496 | Investment Management | $44,921 |
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA & COMPANY, INC. Service code 11 · EIN 13-3879959 | Actuarial | $40,000 |
HARDING LOEVNER LP3+ years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $22,918 |
LLOYD GOLDENBERG1 year Filed as: LLOYD SOMER ESQ Service code 29 330 SEVENTH AVENUE · NEW YORK, NY 10001 | Legal | $15,800 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $9,167 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 15.81% | 5.28%+10.5pp | 16.78%-1.0pp | 10.21%+5.6pp |
| Employer contribution / active EE | $2,431 | $35,590-93.2% | $26,328-90.8% | $42,272-94.2% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |