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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON TRUST & INVESTMENT MGMT Service code 19 515 FRANKLIN STREET · MICHIGAN CITY, IN 46360 | Securities Custodian | $20,772 |
DORFMAN ABRAMS MUSIC, LLC4+ years Service code 10 PARK 80 WEST PLAZA TWO · SADDLE BROOK, NJ 07663 | Accounting | $16,000 |
COMSTOCK ADVISORS1 year Service code 34 1 PIERCE PLACE · CHICAGO, IL 60143 | Valuation (appraisals, etc.) | $15,797 |
SWERDLIN & COMPANY2 years Service code 15 5901 PEACHTREE DUNWOODY ROAD · ATLANTA, GA 30328 | Recordkeeping | $14,293 |
MORRISON COHEN LLP4+ years Filed as: MORRISON COHEN Service code 29 909 3RD AVE · NEW YORK, NY 10022 | Legal | $6,741 |
BUCKINGHAM STRATEGIC PARTNERS4+ years Filed as: FOCUS PENSION, LLC Service code 17 40 FULTON STREET, 6TH FLOOR · NEW YORK, NY 10038 | Pension Consulting | $5,163 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,877 | $54,162-48.5% | $68,612-59.4% | $64,173-56.6% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.2%+24.6pp | 69.6%+27.3pp |
| Annual return | -0.19% | -1.62%+1.4pp | -4.63%+4.4pp | 7.63%-7.8pp |
| Employer contribution / active EE | $28,202 | $1,846+1427.7% | $2,625+974.3% | $2,381+1084.6% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $292 | $4,029-92.7% | $5,131-94.3% | $4,887-94.0% |