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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC7+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1124147 | Actuarial | $241,981 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $104,599 |
LAZARD ASSET MANAGEMENT5 years Service code 28 1825 I ST NW · WASHINGTON, DC 20006 | Investment Management | $99,310 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $87,252 |
ERIC OLYNIK7+ years Service code 20 · EIN 26-6050508 | Direct payment from the plan; Trustee... | $45,000 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $45,000 |
REYNOLDS CONSULTING SERVICES4 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $42,500 |
SAGE ADVISORY SERVICES5 years Service code 28 5900 SOUTHWEST PARKWAY · AUSTIN, TX 78748 | Investment Management | $40,006 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $34,799 |
COSTAROTHBORT LLC7+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $34,287 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 15.54% | 19.37%-3.8pp | 11.08%+4.5pp | 15.63%-0.1pp |
| Employer contribution / active EE | $8,678 | $13,107-33.8% | $28,418-69.5% | $11,476-24.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |