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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC5+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $196,850 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $69,234 |
COSTAROTHBORT LLC5+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $37,339 |
SAGE ADVISORY SERVICES3 years Service code 28 · EIN 74-2798841 | Investment Management | $34,482 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $26,872 |
ERIC OLYNIK5+ years Service code 20 · EIN 11-3310059 | Direct payment from the plan; Trustee... | $25,000 |
Filed as: FRANK RAPPO Service code 20 · EIN 11-3310059 | Direct payment from the plan; Trustee... | $25,000 |
REYNOLDS CONSULTING SERVICES3 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $25,000 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $22,506 |
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 | $11,867 | $66,051-82.0% | $92,916-87.2% | $77,775-84.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 17.66% | 20.69%-3.0pp | 109.45%-91.8pp | 32.58%-14.9pp |
| Employer contribution / active EE | $3,221 | $3,426-6.0% | $3,654-11.8% | $2,504+28.6% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $93 | $148-37.3% | $5,796-98.4% | $100-7.4% |