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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP4 years Service code 29 · EIN 13-1840454 | Legal | $58,623 |
SCHULTHEIS & PANETTIERI, LLP4 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $52,063 |
SPIVAK LIPTON LLP4 years Service code 29 · EIN 13-3494495 | Legal | $45,866 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $39,000 |
THE SEGAL COMPANY1 year Filed as: SEGAL BENZ Service code 16 275 9TH ST · SAN FRANCISCO, CA 94103 | Consulting | $22,524 |
Service code 36 · EIN 46-3110430 | Copying and duplicating; Direct payme... | $18,662 |
SOCIALBRITE3 years Service code 16 3756 PIMLICO DRIVE · PLEASANTON, CA 94588 | Consulting | $7,673 |
TERRY SCHMIDT LLC1 year Service code 16 · EIN 45-3672353 | Consulting | $7,643 |
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 | $16,609 | $89,609-81.5% | $130,660-87.3% | $89,609-81.5% |
| Participation rate | 100.0% | 69.6%+30.4pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | 22.55% | 33.65%-11.1pp | 1709.29%-1686.7pp | 33.65%-11.1pp |
| Employer contribution / active EE | $419 | $2,584-83.8% | $4,092-89.7% | $2,584-83.8% |
| Participant deferral / active EE | $595 | $4,222-85.9% | $3,603-83.5% | $4,222-85.9% |
| Admin fee / account holder | $48 | $72-33.6% | $5,463-99.1% | $72-33.6% |