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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC9+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $180,868 |
SLEVIN & HART, P.C.9+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $88,063 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $83,309 |
LAZARD ASSET MANAGEMENT7 years Service code 28 · EIN 05-0530199 | Investment Management | $68,930 |
ERIC OLYNIK9+ years Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $48,915 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $48,915 |
REYNOLDS CONSULTING SERVICES6 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $42,500 |
SAGE ADVISORY SERVICES7 years Service code 28 · EIN 74-2798841 | Investment Management | $36,982 |
COSTAROTHBORT LLC9+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $35,874 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $33,901 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 14.28% | 7.15%+7.1pp | 20.18%-5.9pp | 37.77%-23.5pp |
| Employer contribution / active EE | $10,582 | $13,270-20.3% | $29,108-63.6% | $15,798-33.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |