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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC4+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1124147 | Actuarial | $235,806 |
LAZARD ASSET MANAGEMENT2 years Service code 28 1825 I ST NW · WASHINGTON, DC 20006 | Investment Management | $92,420 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $70,935 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $35,658 |
Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,500 |
COSTAROTHBORT LLC4+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $28,832 |
SAGE ADVISORY SERVICES2 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $26,928 |
ERIC OLYNIK4+ years Service code 20 · EIN 26-1174423 | Trustee (individual); Direct payment ... | $25,000 |
Filed as: BARNES, IACCARINO, SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $21,238 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-1174423 | Direct payment from the plan; Trustee... | $18,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.04% | -0.94%-4.1pp | -2.18%-2.9pp | 33.37%-38.4pp |
| Employer contribution / active EE | $7,794 | $12,464-37.5% | $38,751-79.9% | $11,253-30.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |