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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: STONE STREET EQUITY Service code 51 · EIN 59-3331424 3030 N. ROCKY POINT DRIVE W.STE 150 · TAMPA, FL 33607 | Investment Mgmt Fees | $46,094 |
KORN FERRY HAY GROUP1+ years Filed as: HAY GROUP, INC. Service code 11 · EIN 52-1690841 100 PENN SQUARE EAST · PHILADELPHIA, PA 191073388 | Actuarial | $39,899 |
WILMINGTON TRUST1+ years Service code 15 · EIN 23-3060382 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Recordkeeping | $25,533 |
WITHUMSMITH+BROWN, PC1+ years Filed as: WITHUMSMITHBROWN, PC Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER SUITE 400 · PRINCETON, NJ 08540 | Accounting | $15,700 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.15% | -0.43%-0.7pp | -3.43%+2.3pp | -0.60%-0.6pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |