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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $432,334 |
Filed as: PAVILLION ADVISORY GROUP INC Service code 27 · EIN 04-3831795 | Advisory (Plan) | $24,791 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $14,800 |
WITHUMSMITH+BROWN, PC3 years Filed as: FROST BROWN TODD LLC Service code 29 · EIN 61-0722001 | Legal | $9,029 |
Filed as: MASSMUTUAL LIFE INS. CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $180 |
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 | $33,954 | $58,202-41.7% | $172,757-80.3% | $89,609-62.1% |
| Participation rate | 91.8% | 72.8%+18.9pp | 82.6%+9.1pp | 69.6%+22.2pp |
| Annual return | 21.50% | 61.59%-40.1pp | 803.06%-781.6pp | 33.65%-12.2pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,040 | $3,335-8.8% | $5,198-41.5% | $4,222-28.0% |
| Admin fee / account holder | $42 | $53-19.6% | $13,956-99.7% | $72-41.0% |