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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant loan ... | $172,194 |
MADISON CONSULTING GROUP2+ years Filed as: MADISON CONSULTING GROUP LLC Service code 15 · EIN 06-1637187 | Recordkeeping | $46,298 |
CADARET GRANT & CO INC2+ years Filed as: CADARET GRANT & CO., INC. Service code 16 · EIN 22-2361254 | Consulting | $35,182 |
ABATO, RUBENSTEIN & ABATO2+ years Filed as: ABATO, RUBENSTEIN AND ABATO, P.A. Service code 29 809 GLENEAGLES COURT, SUITE 320 · BALTIMORE, MD 21286 | Legal | $13,268 |
ARMAO LLP2+ years Service code 10 · EIN 46-2754053 | Accounting | $11,500 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,032 | $50,106-66.0% | $69,779-75.6% | $57,658-70.5% |
| Participation rate | 99.5% | 70.9%+28.6pp | 71.8%+27.7pp | 70.2%+29.3pp |
| Annual return | 5.61% | 14.58%-9.0pp | 12.99%-7.4pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,064 | $1,739-38.8% | $2,338-54.5% | $1,974-46.1% |
| Participant deferral / active EE | $939 | $2,486-62.2% | $2,931-67.9% | $3,061-69.3% |
| Admin fee / account holder | $149 | $89+66.7% | $4,381-96.6% | $95+57.2% |