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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ 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 | $45,000 |
KORN FERRY HAY GROUP1 year Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 1650 ARCH ST., SUITE 2300 · PHILADELPHIA, PA 191032029 | Actuarial | $33,900 |
WILMINGTON TRUST3+ years Service code 15 · EIN 23-3060382 1100 NORTH MARKET STREET · WILMINGTON, DE 198900001 | Recordkeeping | $22,439 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 506 CARNEGIE CENTER SUITE 400 · PRINCETON, NJ 08540 | Accounting | $14,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 8.12% | 79.68%-71.6pp | 16.78%-8.7pp | 23.90%-15.8pp |
| Employer contribution / active EE | $2,602 | $21,735-88.0% | $26,328-90.1% | $16,539-84.3% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |