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| Provider | Service type | Compensation |
|---|---|---|
SLEVIN & HART, P.C.10+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $117,791 |
DICKINSON WRIGHT PLLC10+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $108,832 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $76,495 |
Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $46,711 |
SAGE ADVISORY SERVICES1 year Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $39,668 |
COSTAROTHBORT LLC10+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $38,848 |
REYNOLDS CONSULTING SERVICES8 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,500 |
ERIC OLYNIK10+ years Service code 20 · EIN 11-3310059 | Trustee (individual); Direct payment ... | $28,045 |
Filed as: FRANK RAPPO Service code 20 · EIN 11-3310059 | Trustee (individual); Direct payment ... | $28,045 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $24,743 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,413 | $83,023-80.2% | $102,437-84.0% | $77,762-78.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 9.92% | 19.12%-9.2pp | 24.95%-15.0pp | 31.27%-21.3pp |
| Employer contribution / active EE | $5,817 | $3,552+63.7% | $3,871+50.3% | $2,728+113.2% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $158 | $639-75.2% | $8,388-98.1% | $433-63.4% |