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| Provider | Service type | Compensation |
|---|---|---|
RASHANNA JOHNSON4 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $74,174 |
CALIBRE CPA GROUP PLLC10+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $59,028 |
GLEN CAMISA9 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $51,383 |
REYNOLDS CONSULTING SERVICES9 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,200 |
COLLERAN, O'HARA & MILLS LLP9 years Service code 29 · EIN 11-2940050 | Legal | $34,931 |
CARLOS ANDRADE7 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $31,009 |
BAIRD FUNDS1 year Filed as: ROBERT KATUNA Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $28,792 |
DATA RESEARCH GROUP5 years Service code 49 · EIN 20-3223476 | Other Services | $22,941 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $20,353 |
Service code 10 · EIN 13-1577780 | Accounting | $19,765 |
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 | $146,665 | $241,850-39.4% | $102,437+43.2% | $200,096-26.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.72% | 17.67%-8.0pp | 24.95%-15.2pp | 34.26%-24.5pp |
| Employer contribution / active EE | $6,539 | $4,253+53.8% | $3,871+68.9% | $3,038+115.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $188 | $288-34.8% | $8,388-97.8% | $269-30.2% |