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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENTS Service code 51 · EIN 16-1047304 | Investment Mgmt Fees | $59,094 |
STOKES FAMILY OFFICE LLC4 years Filed as: STOKES, VISCA, HUCKO & BARONE, CPAS Service code 10 · EIN 47-4215313 29 GOODWAY DR · ROCHESTER, NY 14623 | Accounting | $18,335 |
Service code 13 · EIN 16-0962644 | Contract Administrator | $17,651 |
Filed as: ONE DIGITAL TOPCO LLC Service code 16 · EIN 82-1434504 | Consulting | $17,506 |
BLITMAN & KING4 years Service code 29 · EIN 16-1047304 | Legal | $9,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,255-100.0% | $256,809-100.0% | $69,255-100.0% |
| Participation rate | 0.0% | 69.0%-69.0pp | 88.5%-88.5pp | 69.0%-69.0pp |
| Annual return | 11.10% | 26.73%-15.6pp | 32.73%-21.6pp | 26.73%-15.6pp |
| Employer contribution / active EE | $1,594 | $2,645-39.7% | $7,263-78.0% | $2,645-39.7% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $9,520-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $733-100.0% | $25,146-100.0% | $733-100.0% |