Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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| Provider | Service type | Compensation |
|---|---|---|
ROBERTS & HOLLAND1+ years Filed as: ROBERTS & HOLLAND, LLP Service code 28 · EIN 13-1833405 | Investment Management | $93,953 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047340 | Legal | $64,902 |
TOTAL INSURANCE BROKERAGE1+ years Service code 22 · EIN 06-1618109 | Insurance Broker | $31,895 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $25,900 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,167 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,483 | $41,281+627.9% | $109,313+174.9% | $57,661+421.1% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 70.2%+29.8pp |
| Annual return | 3.56% | 8.97%-5.4pp | 22.07%-18.5pp | 5.13%-1.6pp |
| Employer contribution / active EE | $25,083 | $1,201+1987.6% | $3,892+544.5% | $1,974+1170.8% |
| Participant deferral / active EE | $18,981 | $2,223+753.7% | $3,166+499.4% | $3,061+520.2% |
| Admin fee / account holder | $265 | $75+252.3% | $5,666-95.3% | $95+180.4% |