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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC10+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $153,387 |
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $105,651 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $93,370 |
LAZARD ASSET MANAGEMENT8 years Service code 28 · EIN 05-0530199 | Investment Management | $79,080 |
ERIC OLYNIK10+ years Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $50,480 |
Filed as: FRANK RAPPO Service code 20 · EIN 26-6050508 | Trustee (individual); Direct payment ... | $50,480 |
REYNOLDS CONSULTING SERVICES7 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $47,500 |
COSTAROTHBORT LLC10+ years Filed as: COSTAROTHBORT CPA LLC Service code 10 · EIN 46-5286678 | Accounting | $44,922 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $44,475 |
Filed as: BARNES, IACCARINO, SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $39,025 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.80% | 11.08%+1.7pp | 8.10%+4.7pp | 8.76%+4.0pp |
| Employer contribution / active EE | $10,922 | $13,910-21.5% | $28,649-61.9% | $16,664-34.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |