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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $52,720 |
SPIVAK LIPTON LLP1+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $50,815 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 19 · EIN 13-4994650 | Securities Custodian | $30,284 |
Service code 27 · EIN 26-0516431 | Advisory (Plan) | $27,500 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 | Consulting | $15,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,633 | $82,683-88.3% | $133,975-92.8% | $65,292-85.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 72.4%+27.6pp |
| Annual return | 6.43% | 9.63%-3.2pp | 29.29%-22.9pp | 11.84%-5.4pp |
| Employer contribution / active EE | $731 | $3,583-79.6% | $5,211-86.0% | $2,302-68.2% |
| Participant deferral / active EE | $0 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $70 | $66+6.7% | $9,324-99.2% | $57+22.2% |