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| Provider | Service type | Compensation |
|---|---|---|
EISNERAMPER LLP4 years Filed as: EISNERAMPER, LLP Service code 10 · EIN 13-1639826 ONE LOGAN SQUARE · PHILADELPHIA, PA 19103 | Accounting | $15,294 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A. Service code 27 · EIN 36-2085229 11270 WEST PARK PLACE · MILWAUKEE, WI 532243625 | Advisory (Plan) | $8,979 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,500 |
POLLARD & ASSOCIATES, INC.4 years Service code 11 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Actuarial | $5,040 |
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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 | $172,651-100.0% | $305,030-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 44.7%-44.7pp | 13.5%-13.5pp |
| Annual return | 13.49% | 9.18%+4.3pp | 380.71%-367.2pp | 9.29%+4.2pp |
| Employer contribution / active EE | $1,935 | $20,046-90.3% | $45,089-95.7% | $15,168-87.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $272-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $7,413-100.0% | $12,800-100.0% | $2,037-100.0% |