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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: STONE STREET EQUITY Service code 51 · EIN 59-3331424 | Investment Mgmt Fees | $56,250 |
KORN FERRY HAY GROUP4 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $33,617 |
WILMINGTON TRUST6+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $20,997 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $8,034 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 5.71% | 10.60%-4.9pp | -2.84%+8.5pp | 627.08%-621.4pp |
| Employer contribution / active EE | $3,695 | $19,729-81.3% | $33,329-88.9% | $18,824-80.4% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |