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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING1+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $22,375 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,297 |
BONADIO & CO., LLP1+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
J.A. MARIANO AGENCY1+ years Service code 22 · EIN 22-2280590 | Insurance Broker | $7,462 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,940 | $71,802-1.2% | $133,975-47.1% | $57,658+23.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | -1.33% | 13.51%-14.8pp | 29.29%-30.6pp | 5.13%-6.5pp |
| Employer contribution / active EE | $4,656 | $3,161+47.3% | $5,211-10.7% | $1,974+135.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $242 | $88+176.3% | $9,324-97.4% | $95+156.2% |