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| Provider | Service type | Compensation |
|---|---|---|
CW BREITSMAN ASSOCIATES LLC6+ years Service code 13 · EIN 26-0664784 | Contract Administrator | $52,152 |
XPYRIA INVESTMENT ADVISORS6+ years Filed as: XPYRIA Service code 27 · EIN 25-1590035 | Advisory (Plan) | $43,516 |
COWDEN ASSOCIATES, INC.6+ years Filed as: COWDEN ASSOCIATES Service code 11 · EIN 25-1750131 | Actuarial | $23,600 |
CYPHER & CYPHER4 years Filed as: CYPHER & CYPHER CPA'S Service code 10 · EIN 25-1385288 | Accounting | $5,200 |
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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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 8.10% | 6.95%+1.1pp | 8.01%+0.1pp | 627.08%-619.0pp |
| Employer contribution / active EE | $3,077 | $11,635-73.6% | $29,475-89.6% | $18,824-83.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |