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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $51,970 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $39,776 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $36,000 |
SPIVAK LIPTON LLP1 year Service code 29 · EIN 13-3494495 | Legal | $33,649 |
Filed as: FIVE STAR DISPATCH BUS SVC INC Service code 38 · EIN 46-3110430 | Participant Communication | $7,334 |
TERRY SCHMIDT LLC2+ years Filed as: TERRY SCHMIDT Service code 16 · EIN 45-3672353 | Consulting | $6,811 |
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,157 | $329,111-96.3% | $109,313-88.9% | $329,111-96.3% |
| Participation rate | 97.4% | 67.9%+29.5pp | 71.3%+26.1pp | 67.9%+29.5pp |
| Annual return | 8.14% | 16.35%-8.2pp | 22.07%-13.9pp | 16.35%-8.2pp |
| Employer contribution / active EE | $324 | $2,303-85.9% | $3,892-91.7% | $2,303-85.9% |
| Participant deferral / active EE | $496 | $3,682-86.5% | $3,166-84.3% | $3,682-86.5% |
| Admin fee / account holder | $43 | $754-94.3% | $5,666-99.2% | $754-94.3% |