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| Provider | Service type | Compensation |
|---|---|---|
BLITMAN & KING4+ years Service code 29 · EIN 16-1047304 | Legal | $25,215 |
MORNINGSTAR4+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $17,134 |
MENGEL, METZGER, BARR & CO. LLP4+ years Filed as: MENGEL METZGER BARR & CO., LLP Service code 10 · EIN 16-1092347 | Accounting | $14,750 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $5,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNTY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,713 |
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 | $63,114-100.0% | $92,915-100.0% | $65,186-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 76.0%-76.0pp | 70.2%-70.2pp |
| Annual return | 2.56% | 28.75%-26.2pp | 109.45%-106.9pp | 29.39%-26.8pp |
| Employer contribution / active EE | $7,813 | $2,571+203.9% | $3,653+113.9% | $2,177+258.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |