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| Provider | Service type | Compensation |
|---|---|---|
NYHART1+ years Service code 11 · EIN 35-0966414 | Actuarial | $769,323 |
RUSSELL TRUST COMPANY1+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $549,661 |
OXFORD FINANCIAL GROUP, LTD1+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $121,912 |
BAKER & HOSTETLER LLP1+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $66,437 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $18,225 |
Service code 17 · EIN 41-0365145 | Pension Consulting | $7,500 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $14,096,330-100.0% | $205,401-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -4.14% | 1.67%-5.8pp | 0.02%-4.2pp | 1.67%-5.8pp |
| Employer contribution / active EE | $2,728 | $10,506-74.0% | $45,513-94.0% | $10,506-74.0% |
| Participant deferral / active EE | $52 | $1,562-96.7% | $109-52.5% | $1,562-96.7% |
| Admin fee / account holder | $0 | $66,276-100.0% | $4,705-100.0% | $66,276-100.0% |