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| Provider | Service type | Compensation |
|---|---|---|
MARKS PANETH LLP1+ years Filed as: MARKS, PANETH & SHRON, LLP Service code 10 685 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $18,110 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN TRUST CO. NA Service code 25 605 THIRD AVENUE · NEW YORK, NY 10158 | Directed Trustee | $13,425 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION CORPORATION Service code 13 1375 PLAINFIELD AVENUE · WATCHUNG, NJ 07069 | Contract Administrator | $10,000 |
PHILIP TAM1+ years Filed as: PHILIP N. ROTGIN, P.C. THE LAW FIRM Service code 29 586 RXR PLZ · UNIONDALE, NY 11556 | Legal | $4,900 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,792 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,475 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,554 | $76,551+90.1% | $123,894+17.5% | $62,881+131.5% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | -1.00% | 18.68%-19.7pp | 47.52%-48.5pp | 20.14%-21.1pp |
| Employer contribution / active EE | $10,960 | $2,882+280.3% | $4,617+137.4% | $2,281+380.5% |
| Participant deferral / active EE | $10,798 | $4,840+123.1% | $5,984+80.4% | $3,203+237.1% |
| Admin fee / account holder | $219 | $4,826-95.5% | $8,357-97.4% | $4,296-94.9% |