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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING3+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $23,086 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $22,579 |
BONADIO & CO., LLP3+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
J.A. MARIANO AGENCY3+ years Service code 22 · EIN 22-2280590 | Insurance Broker | $8,734 |
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 | $76,986 | $80,005-3.8% | $140,019-45.0% | $55,725+38.2% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 8.98% | 0.46%+8.5pp | 651.17%-642.2pp | 244.93%-235.9pp |
| Employer contribution / active EE | $3,605 | $3,403+5.9% | $5,605-35.7% | $2,078+73.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $248 | $116+114.3% | $10,705-97.7% | $115+115.2% |