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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: STONE STREET EQUITY Service code 51 · EIN 59-3331424 | Investment Mgmt Fees | $45,000 |
KORN FERRY HAY GROUP2 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $31,525 |
WILMINGTON TRUST4+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $22,227 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $3,400 |
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Employer contribution per participant 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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -4.73% | 7.01%-11.7pp | 12.68%-17.4pp | 0.19%-4.9pp |
| Employer contribution / active EE | $523 | $12,638-95.9% | $22,860-97.7% | $13,763-96.2% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |