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| Provider | Service type | Compensation |
|---|---|---|
KAREN MEIFERT7+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $108,109 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,000 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $65,774 |
MARQUETTE ASSOCIATES4 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
RITA GORMAN1 year Service code 30 · EIN 20-5002115 | Employee (plan) | $25,392 |
PATRICK MCCULLOUGH1 year Filed as: PATRICK LUDVIGSEN Service code 30 · EIN 20-5002115 | Employee (plan) | $25,170 |
GREGORIO MARCO1 year Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $24,142 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $22,983 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $21,414 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, LLC Service code 10 · EIN 47-0900880 | Accounting | $14,805 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,406 | $76,774+146.7% | $112,270+68.7% | $77,906+143.1% |
| Participation rate | 99.9% | 80.2%+19.7pp | 75.1%+24.8pp | 73.7%+26.2pp |
| Annual return | -5.84% | -10.25%+4.4pp | 27.49%-33.3pp | 12.16%-18.0pp |
| Employer contribution / active EE | $16,222 | $3,977+307.9% | $3,635+346.2% | $2,846+469.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $212 | $239-11.1% | $6,411-96.7% | $133+60.3% |