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| Provider | Service type | Compensation |
|---|---|---|
XPYRIA INVESTMENT ADVISORS4+ years Filed as: XPYRIA Service code 27 · EIN 25-1590035 | Advisory (Plan) | $53,880 |
CW BREITSMAN ASSOCIATES LLC4+ years Service code 13 · EIN 26-0664784 | Contract Administrator | $52,152 |
COWDEN ASSOCIATES, INC.4+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $29,739 |
CYPHER & CYPHER2 years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $5,550 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -5.46% | 1.05%-6.5pp | -752.26%+746.8pp | -0.69%-4.8pp |
| Employer contribution / active EE | $6,963 | $11,363-38.7% | $31,802-78.1% | $16,786-58.5% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |