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| Provider | Service type | Compensation |
|---|---|---|
POLLARD & ASSOCIATES, INC.3 years Service code 11 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Actuarial | $14,750 |
Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $10,000 |
BMO HARRIS BANK NA5+ years Filed as: BMO HARRIS BANK N.A. Service code 27 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 532243625 | Advisory (Plan) | $8,329 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Accounting | $7,982 |
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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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 15.94% | 22.30%-6.4pp | 13.48%+2.5pp | 13.59%+2.4pp |
| Employer contribution / active EE | $1,957 | $18,386-89.4% | $47,067-95.8% | $14,592-86.6% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |