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| Provider | Service type | Compensation |
|---|---|---|
NYHART2+ years Service code 11 · EIN 35-0966414 | Actuarial | $761,490 |
RUSSELL TRUST COMPANY2+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $391,370 |
BAKER & HOSTETLER LLP2+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $146,415 |
OXFORD FINANCIAL GROUP, LTD2+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $118,588 |
BKD, LLP2+ years Service code 10 · EIN 44-0160260 | Accounting | $16,460 |
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.
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 | $381,942,733-100.0% | $202,986-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 0.0%0pp |
| Annual return | 8.05% | 9.19%-1.1pp | 2.04%+6.0pp | 9.19%-1.1pp |
| Employer contribution / active EE | $3,721 | $12,608-70.5% | $57,418-93.5% | $12,608-70.5% |
| Participant deferral / active EE | $48 | $1,615-97.0% | $123-60.8% | $1,615-97.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $255,353-100.0% | $2,655,710-100.0% |