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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM OCHOCINSKI Service code 30 | Employee (plan) | $48,490 |
MICHELLE OCHOCINSKI3+ years Service code 30 | Employee (plan) | $18,411 |
COMPLIANCE VERIFICATION2 years Filed as: COMPLIANCE SYSTEMS, INC. Service code 13 | Contract Administrator | $13,751 |
WATERFORD ADVISORS3+ years Service code 10 · EIN 16-1543527 | Accounting | $11,885 |
Filed as: RAYMOND MORGAN, JR. Service code 30 | Employee (plan) | $11,286 |
USI CONSULTING GROUP3+ years Filed as: BURKE GROUP Service code 13 · EIN 16-1492611 | Contract Administrator | $10,393 |
EFPR GROUP, CPAS, PLLC2 years Filed as: EFPR GROUP, CPA'S, PLLC Service code 10 · EIN 47-4526160 | Accounting | $9,300 |
SOFTPATH, INC.3+ years Service code 16 · EIN 16-1502471 | Consulting | $7,134 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $81,537-100.0% | $149,718-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 15.52% | 22.79%-7.3pp | 1501.63%-1486.1pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $1,070 | $3,239-67.0% | $5,445-80.4% | $2,032-47.4% |
| Participant deferral / active EE | $1,327 | $4,994-73.4% | $6,569-79.8% | $3,224-58.8% |
| Admin fee / account holder | $0 | $107-100.0% | $11,283-100.0% | $110-100.0% |