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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $166,930 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $125,633 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $38,934 |
COSTAROTHBORT LLC3+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $27,888 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $20,139 |
ERIC OLYNIK3+ years Service code 30 · EIN 11-3310059 | Direct payment from the plan; Employe... | $20,000 |
Service code 28 · EIN 20-1899564 | Investment Management | $18,750 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $16,744 |
SAGE ADVISORY SERVICES1 year Service code 28 · EIN 74-2798841 | Investment Management | $8,160 |
Filed as: CONGRESS ASSET MANAGEMENT CO Service code 28 2 SEAPORT LANE, 5TH FLOOR · BOSTON, MA 02210 | Investment Management | $5,998 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,707 | $89,274-89.1% | $149,721-93.5% | $77,958-87.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 12.21% | 20.36%-8.2pp | 1501.67%-1489.5pp | 20.87%-8.7pp |
| Employer contribution / active EE | $2,770 | $3,727-25.7% | $5,444-49.1% | $2,310+19.9% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $93 | $240-61.3% | $11,282-99.2% | $97-4.7% |