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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP, LLC Service code 14 · EIN 20-1241472 | Plan Administrator | $63,619 |
O'SULLIVAN ASSOCIATES3+ years Service code 11 · EIN 20-8199367 | Actuarial | $36,010 |
Filed as: TEAL, BECKER, & CHIARAMONTE CPAS PC Service code 10 · EIN 14-1624930 | Accounting | $35,213 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0239892 | Investment Management | $33,612 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS/ROBECO LCV Service code 28 · EIN 98-0202744 | Investment Management | $28,691 |
Filed as: TCW GROUP, INC. Service code 28 · EIN 95-2749628 | Investment Management | $23,210 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,500 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $9,710 |
COHEN & STEERS3+ years Service code 28 · EIN 13-3353336 | Investment Management | $8,502 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $8,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 13.32% | 10.88%+2.4pp | 9.39%+3.9pp | 13.95%-0.6pp |
| Employer contribution / active EE | $12,919 | $18,458-30.0% | $33,466-61.4% | $16,598-22.2% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |