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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC CAPITAL ADVISORS Service code 16 · EIN 36-4268991 | Consulting | $60,675 |
BOLTON PARTNERS, INC.1+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $41,200 |
BLITMAN & KING1+ years Service code 29 · EIN 16-1047304 | Legal | $28,338 |
BONADIO & CO., LLP1+ years Filed as: BONADIO & CO. LLP Service code 10 · EIN 16-1131146 | Accounting | $17,850 |
KEY BANK NATIONAL ASSOCIATION1+ years Service code 19 · EIN 34-0797057 | Securities Custodian | $8,633 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 2.35% | 5.13%-2.8pp | 4.74%-2.4pp | 7.18%-4.8pp |
| Employer contribution / active EE | $18,796 | $14,689+28.0% | $36,089-47.9% | $13,095+43.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |