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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC6+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $199,225 |
SAGE ADVISORY SERVICES4 years Service code 28 · EIN 74-2798841 | Investment Management | $48,970 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $39,585 |
COSTAROTHBORT LLC6+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $37,859 |
REYNOLDS CONSULTING SERVICES4 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,500 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 | Legal | $31,779 |
FRANKLIN TEMPLETON3 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 32-6471303 | Investment Management | $29,909 |
ERIC OLYNIK6+ years Service code 20 · EIN 11-3310059 | Trustee (individual); Direct payment ... | $25,000 |
Filed as: FRANK RAPPO Service code 20 · EIN 11-3310059 | Trustee (individual); Direct payment ... | $25,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $24,579 |
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 | $13,033 | $81,719-84.1% | $101,275-87.1% | $90,274-85.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 10.95% | 337.64%-326.7pp | 46.46%-35.5pp | 53.97%-43.0pp |
| Employer contribution / active EE | $2,981 | $3,622-17.7% | $3,660-18.6% | $2,523+18.1% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $95 | $162-41.4% | $5,948-98.4% | $114-16.8% |