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| Provider | Service type | Compensation |
|---|---|---|
THE GREENE GROUP3 years Service code 27 · EIN 63-0803591 | Advisory (Plan) | $16,226 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $11,100 |
WINSTON & STRAWN LLP1 year Service code 29 200 PARK AVENUE · NEW YORK, NY 10166 | Legal | $10,422 |
ULLICO3 years Filed as: UNION BANK Service code 18 20 LOWER MAIN STREET · MORRISVILLE, VT 05661 | Custodial (other than securities) | $9,142 |
CREATIVE PLAN DESIGNS, LTD3 years Filed as: CREATIVE PLAN DESIGNS Service code 15 · EIN 11-2515970 | Recordkeeping | $5,645 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,938-100.0% | $90,461-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | -100.80% | 1727.20%-1828.0pp | 1294.76%-1395.6pp | 302.99%-403.8pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |