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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC4+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $208,374 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 620 EIGHT AVENUE · NEW YORK, NY 10018 | Investment Management | $37,644 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $36,241 |
COSTAROTHBORT LLC4+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $28,200 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $27,158 |
ERIC OLYNIK4+ years Service code 30 · EIN 11-3310059 | Employee (plan); Direct payment from ... | $25,000 |
REYNOLDS CONSULTING SERVICES2 years Service code 28 · EIN 20-1899564 | Investment Management | $25,000 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $20,247 |
Filed as: FRANK RAPPO Service code 20 · EIN 11-3310059 | Direct payment from the plan; Trustee... | $18,750 |
SAGE ADVISORY SERVICES2 years Service code 28 · EIN 74-2798841 | Investment Management | $17,480 |
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 | $10,117 | $82,546-87.7% | $140,019-92.8% | $75,289-86.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -4.65% | -0.36%-4.3pp | 651.19%-655.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $3,713 | $3,856-3.7% | $5,605-33.8% | $2,405+54.4% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $81 | $86-5.4% | $10,705-99.2% | $102-20.7% |