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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC8+ years Filed as: DICKINSON GROUP LLC Service code 11 · EIN 20-1241472 | Actuarial | $166,290 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $135,717 |
LOOMIS SAYLES3 years Service code 28 · EIN 20-8080381 | Investment Management | $61,704 |
COSTAROTHBORT LLC8+ years Filed as: COSTAROTHBORT CPAS LLC Service code 10 · EIN 46-5286678 | Accounting | $45,840 |
SAGE ADVISORY SERVICES6 years Service code 28 · EIN 74-2798841 | Investment Management | $37,571 |
REYNOLDS CONSULTING SERVICES6 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,500 |
Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 | Legal | $30,235 |
CALIBRE CPA GROUP PLLC3 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $26,934 |
ERIC OLYNIK8+ 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,354 | $76,774-82.6% | $112,270-88.1% | $77,906-82.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -9.98% | -10.25%+0.3pp | 27.49%-37.5pp | 12.16%-22.1pp |
| Employer contribution / active EE | $3,629 | $3,977-8.7% | $3,635-0.2% | $2,846+27.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $129 | $239-46.0% | $6,411-98.0% | $133-2.7% |