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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: STONE STREET EQUITY Service code 15 · EIN 59-3331424 | Recordkeeping | $45,000 |
WITHUMSMITH+BROWN, PC6 years Service code 10 · EIN 22-2027092 | Accounting | $28,278 |
KORN FERRY HAY GROUP6 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $24,775 |
WILMINGTON TRUST8+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $18,823 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -13.98% | -15.55%+1.6pp | -5.12%-8.9pp | 39.77%-53.8pp |
| Employer contribution / active EE | $9,000 | $14,317-37.1% | $31,020-71.0% | $19,959-54.9% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |