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| Provider | Service type | Compensation |
|---|---|---|
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC & SCOTT LLP Service code 29 · EIN 25-1008021 | Legal | $59,632 |
Filed as: CAPTRUST STRATEGIC ADVISOR GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $27,000 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $23,373 |
CHRISTMAN AND COMPANY2 years Service code 10 · EIN 23-2696399 | Accounting | $7,425 |
Filed as: INOVATIVE SOFTWARE SOLUTIONS INC Service code 49 · EIN 23-2182079 | Other Services | $7,241 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 19 · EIN 22-1211670 | Securities Custodian | $0 |
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 | $122,497 | $56,443+117.0% | $83,830+46.1% | $55,725+119.8% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.51% | 393.67%-398.2pp | 850.97%-855.5pp | 244.93%-249.4pp |
| Employer contribution / active EE | $10,535 | $2,682+292.9% | $3,631+190.1% | $2,078+406.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $172 | $156+9.8% | $5,479-96.9% | $115+48.9% |