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| Provider | Service type | Compensation |
|---|---|---|
CARY KANE LLP1 year Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $73,339 |
LIZ HERNANDEZ1 year Service code 30 · EIN 27-0970217 | Direct payment from the plan; Employe... | $63,468 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 | Advisory (Plan) | $45,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $44,981 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 28 · EIN 13-5582869 | Investment Management | $36,589 |
SAXBST LLP1 year Filed as: SAXBST Service code 10 · EIN 46-4001827 | Accounting | $24,554 |
Filed as: KLEIN ZELMAN ROTHEMEL LLP Service code 29 · EIN 13-2998136 | Legal | $7,915 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,249 | $50,106+279.7% | $69,779+172.6% | $57,658+230.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 71.8%+28.2pp | 70.2%+29.8pp |
| Annual return | 6.18% | 14.58%-8.4pp | 12.99%-6.8pp | 5.13%+1.1pp |
| Employer contribution / active EE | $8,902 | $1,739+411.8% | $2,338+280.7% | $1,974+351.0% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $541 | $89+506.6% | $4,381-87.6% | $95+472.4% |