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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC5+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1124147 | Actuarial | $225,755 |
LAZARD ASSET MANAGEMENT3 years Service code 28 1825 I ST NW · WASHINGTON, DC 20006 | Investment Management | $108,812 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $75,059 |
COSTAROTHBORT LLC5+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $42,383 |
SAGE ADVISORY SERVICES3 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $36,754 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $36,372 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,500 |
Filed as: BARNES, IACCARINO, SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $31,787 |
ERIC OLYNIK5+ years Service code 20 · EIN 26-6050508 | Direct payment from the plan; Trustee... | $31,667 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $31,667 |
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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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 18.93% | 12.20%+6.7pp | 10.56%+8.4pp | 21.83%-2.9pp |
| Employer contribution / active EE | $7,398 | $12,801-42.2% | $30,199-75.5% | $12,237-39.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |