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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC7+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $188,562 |
LOOMIS SAYLES2 years Service code 28 · EIN 20-8080381 | Investment Management | $67,532 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $57,345 |
SAGE ADVISORY SERVICES5 years Service code 28 · EIN 74-2798841 | Investment Management | $42,281 |
COSTAROTHBORT LLC7+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $34,112 |
REYNOLDS CONSULTING SERVICES5 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,500 |
ERIC OLYNIK7+ 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 |
FRANKLIN TEMPLETON4 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 28 · EIN 32-6471303 | Investment Management | $24,826 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $24,143 |
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 | $14,638 | $88,770-83.5% | $109,191-86.6% | $93,010-84.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.46% | 60.64%-49.2pp | 25.76%-14.3pp | 158.70%-147.2pp |
| Employer contribution / active EE | $3,107 | $3,780-17.8% | $3,723-16.5% | $2,705+14.8% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $114 | $172-33.9% | $6,756-98.3% | $152-25.0% |