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| Provider | Service type | Compensation |
|---|---|---|
SPIVAK LIPTON LLP5 years Service code 29 · EIN 13-3494495 | Legal | $73,651 |
PROSKAUER ROSE LLP5 years Service code 29 · EIN 13-1840454 | Legal | $62,910 |
SCHULTHEIS & PANETTIERI, LLP5 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $50,151 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,515 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES) INC Service code 16 · EIN 13-1835864 | Consulting | $22,554 |
TERRY SCHMIDT LLC2 years Service code 16 · EIN 45-3672353 | Consulting | $8,579 |
SOCIALBRITE4 years Service code 16 3756 PIMLICO DRIVE · PLEASANTON, CA 94588 | Consulting | $5,909 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $18,778 | $106,273-82.3% | $134,162-86.0% | $106,273-82.3% |
| Participation rate | 100.0% | 70.8%+29.2pp | 72.2%+27.8pp | 70.8%+29.2pp |
| Annual return | 16.50% | 21.70%-5.2pp | 36.35%-19.8pp | 21.70%-5.2pp |
| Employer contribution / active EE | $149 | $2,722-94.5% | $3,705-96.0% | $2,722-94.5% |
| Participant deferral / active EE | $184 | $4,601-96.0% | $3,500-94.7% | $4,601-96.0% |
| Admin fee / account holder | $48 | $78-38.3% | $6,685-99.3% | $78-38.3% |