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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Investment management; Direct payment... | $30,558 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $19,375 |
MAZURSKY CONSTANTINE LLC1 year Service code 29 · EIN 27-3547321 | Legal | $5,507 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,915 | $63,905-40.7% | $74,184-48.9% | $57,661-34.2% |
| Participation rate | 82.2% | 79.8%+2.4pp | 76.6%+5.6pp | 70.2%+12.0pp |
| Annual return | 8.01% | 60.60%-52.6pp | 17.74%-9.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,349 | $1,840-26.7% | $2,370-43.1% | $1,974-31.6% |
| Participant deferral / active EE | $2,105 | $3,448-38.9% | $3,550-40.7% | $3,061-31.2% |
| Admin fee / account holder | $135 | $91+47.8% | $5,586-97.6% | $95+42.3% |