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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 | $98,776+152.0% | $119,126+108.9% | $89,670+177.5% |
| Participation rate | 92.6% | 83.1%+9.5pp | 75.8%+16.8pp | 71.2%+21.4pp |
| Annual return | 9.72% | 9.25%+0.5pp | 282.11%-272.4pp | 19.66%-9.9pp |
| Employer contribution / active EE | $22,305 | $5,802+284.5% | $4,034+453.0% | $4,041+451.9% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $196 | $230-15.1% | $10,693-98.2% | $352-44.4% |