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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING4+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $23,663 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $17,933 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $15,750 |
J.A. MARIANO AGENCY4+ years Service code 22 · EIN 22-2280590 | Insurance Broker | $7,897 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,515-100.0% | $162,163-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 86.8%-86.8pp | 87.6%-87.6pp | 71.3%-71.3pp |
| Annual return | 5.70% | 27.04%-21.3pp | 115.59%-109.9pp | 378.56%-372.9pp |
| Employer contribution / active EE | $3,531 | $3,563-0.9% | $5,614-37.1% | $2,148+64.4% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |