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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PEOPLES SECURITY BANK & TRUST Service code 27 · EIN 24-0603570 | Advisory (Plan) | $55,880 |
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 | Actuarial | $24,417 |
Filed as: MCGRAIL MERKEL QUINN & ASSOC. P.C. Service code 10 · EIN 23-2226550 | Accounting | $18,833 |
MERANZE KATZ AND GAUDIOSO PC5 years Service code 29 · EIN 23-1496747 | Legal | $10,203 |
KANG HAGGERTY & FETBROYT1 year Filed as: KANG HAGGERTY LLC Service code 29 · EIN 23-2220388 | Legal | $10,000 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.37% | -8.26%+1.9pp | -5.85%-0.5pp | 2.77%-9.1pp |
| Employer contribution / active EE | $4,015 | $12,543-68.0% | $31,839-87.4% | $15,262-73.7% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |