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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $123,099 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $54,132 |
MARQUETTE ASSOCIATES7 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
MAGALY NAVA3 years Service code 30 · EIN 20-5002115 | Employee (plan) | $34,146 |
GREGORIO MARCO4 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 99-0408958 | Legal | $32,156 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $31,548 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $14,415 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $10,754 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, LLC Service code 15 · EIN 47-0900880 | Recordkeeping | $9,358 |
RICHARD J. WOLF & COMPANY9 years Filed as: RICHARD WOLF & CO Service code 15 · EIN 36-3182363 | Recordkeeping | $7,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,868 | $98,273+153.2% | $150,734+65.1% | $85,660+190.5% |
| Participation rate | 92.6% | 84.0%+8.6pp | 78.4%+14.1pp | 74.8%+17.7pp |
| Annual return | 9.72% | 7.62%+2.1pp | 600.81%-591.1pp | 19.52%-9.8pp |
| Employer contribution / active EE | $22,305 | $5,764+287.0% | $4,918+353.5% | $4,199+431.2% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $196 | $226-13.2% | $14,905-98.7% | $224-12.6% |