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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1124147 | Actuarial | $199,103 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $179,411 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $76,666 |
COSTAROTHBORT LLC3+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $53,119 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $29,617 |
Service code 27 · EIN 20-1899564 | Advisory (Plan) | $24,375 |
LAZARD ASSET MANAGEMENT1 year Service code 28 1825 I ST NW · WASHINGTON, DC 20006 | Investment Management | $24,181 |
ERIC OLYNIK3+ years Service code 20 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Direct payment from the plan; Trustee... | $20,000 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES, LACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $16,744 |
SAGE ADVISORY SERVICES1 year Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Investment Management | $12,045 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 14.60% | 12.92%+1.7pp | 10.36%+4.2pp | 17.84%-3.2pp |
| Employer contribution / active EE | $7,260 | $14,070-48.4% | $37,738-80.8% | $14,688-50.6% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |