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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC6+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1124147 | Actuarial | $228,063 |
LAZARD ASSET MANAGEMENT4 years Service code 28 1825 I ST NW · WASHINGTON, DC 20006 | Investment Management | $113,290 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $61,959 |
ERIC OLYNIK6+ years Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $45,000 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $45,000 |
REYNOLDS CONSULTING SERVICES3 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $42,500 |
SAGE ADVISORY SERVICES4 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $41,542 |
COSTAROTHBORT LLC6+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $37,487 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $33,904 |
Filed as: BARNES, IACCARINO, SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $22,568 |
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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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.55% | 6.82%+4.7pp | 8.01%+3.5pp | 12.86%-1.3pp |
| Employer contribution / active EE | $7,461 | $12,695-41.2% | $29,476-74.7% | $13,687-45.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |