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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: STONE STREET EQUITY Service code 15 · EIN 59-3331424 | Recordkeeping | $45,000 |
WITHUMSMITH+BROWN, PC7 years Service code 10 · EIN 22-2027092 | Accounting | $30,373 |
KORN FERRY HAY GROUP7 years Filed as: KORN FERRY HAY GROUP, INC. Service code 11 · EIN 52-1690841 | Actuarial | $26,775 |
WILMINGTON TRUST9+ years Service code 15 · EIN 23-3060382 | Recordkeeping | $16,698 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $59,936-100.0% | $182,032-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 13.4%-13.4pp | 2.4%-2.4pp |
| Annual return | 6.52% | 9.67%-3.1pp | 7.69%-1.2pp | 22.81%-16.3pp |
| Employer contribution / active EE | $35,663 | $11,016+223.8% | $28,501+25.1% | $18,290+95.0% |
| Participant deferral / active EE | $0 | $721-100.0% | $49-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $952-100.0% | $51,246-100.0% | $85,222-100.0% |