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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP1+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $39,457 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,558 |
SCHULTHEIS & PANETTIERI, LLP1+ years Filed as: SCHULTHEIS PANETTIERI, LLP Service code 10 · EIN 13-1577780 | Accounting | $21,000 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS, INC Service code 26 · EIN 22-3189064 | Advisory (Participants) | $16,000 |
O'NEILL CONSULTING CORPORATION1+ years Filed as: O'NEILL CONSULTING CORP. Service code 13 · EIN 13-1840454 | Contract Administrator | $12,000 |
O'NEILL CONSULTING CORPORATION1+ years Filed as: O'NEILL CONSULTING CORP Service code 13 | Contract Administrator | $3,357 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,908 | $85,635+13.2% | $123,894-21.8% | $63,975+51.5% |
| Participation rate | 90.9% | 74.9%+16.0pp | 81.4%+9.5pp | 71.1%+19.8pp |
| Annual return | 3.98% | 15.74%-11.8pp | 47.52%-43.5pp | 48.65%-44.7pp |
| Employer contribution / active EE | $4,197 | $3,076+36.4% | $4,617-9.1% | $2,182+92.4% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $98 | $75+30.6% | $8,357-98.8% | $70+38.9% |