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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING2+ years Service code 29 · EIN 16-1047304 | Legal | $17,192 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $14,579 |
MENGEL, METZGER, BARR & CO. LLP2+ years Filed as: MENGEL METZGER BARR & CO., LLP Service code 10 · EIN 16-1092347 | Accounting | $13,600 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,790 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,726-100.0% | $92,240-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 68.3%-68.3pp | 76.5%-76.5pp | 69.5%-69.5pp |
| Annual return | 12.04% | 43.62%-31.6pp | 176.29%-164.3pp | 28.90%-16.9pp |
| Employer contribution / active EE | $7,748 | $2,392+223.9% | $3,680+110.6% | $2,042+279.4% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |