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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $147,252 |
GREGORIO MARCO3 years Filed as: GREGORIO, STEC, KLEIN & HOSE Service code 29 · EIN 36-4028033 | Legal | $44,363 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $41,933 |
MARQUETTE ASSOCIATES6 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
KAREN MEIFERT9+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $38,570 |
MAGALY NAVA2 years Service code 30 · EIN 20-5002115 | Employee (plan) | $32,443 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $31,268 |
JAMES A. REICHERT2 years Filed as: JAMES FEINBERG Service code 30 · EIN 20-5002115 | Employee (plan) | $30,311 |
PATRICK MCCULLOUGH3 years Filed as: PATRICK LUDVIGSEN Service code 14 · EIN 20-5002115 | Plan Administrator | $26,575 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $17,719 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,412 | $241,850-6.4% | $102,437+121.0% | $200,096+13.2% |
| Participation rate | 99.9% | 78.3%+21.6pp | 74.5%+25.4pp | 72.0%+27.9pp |
| Annual return | 18.05% | 17.67%+0.4pp | 24.95%-6.9pp | 34.26%-16.2pp |
| Employer contribution / active EE | $22,774 | $4,253+435.5% | $3,871+488.4% | $3,038+649.7% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $226 | $288-21.6% | $8,388-97.3% | $269-16.1% |