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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC2+ years Filed as: SJS INVESTMENT CONSULTING, INC. Service code 18 · EIN 34-1803756 | Custodial (other than securities); Di... | $122,411 |
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $37,804 |
FINDLEY2+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $36,294 |
NEWPORT GROUP, INC.1 year Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $29,279 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $20,156 |
DAVENPORT HANF & COMPANY LLC2+ years Filed as: DAVENPORT, HANF & COMPANY, LLC Service code 10 · EIN 41-2173760 | Accounting | $11,700 |
APPLE GROWTH PARTNERS2+ years Service code 10 · EIN 34-1082617 | Accounting | $6,000 |
Annual investment return 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 | $55,660 | $69,305-19.7% | $82,312-32.4% | $69,631-20.1% |
| Participation rate | 98.2% | 80.3%+18.0pp | 76.9%+21.3pp | 70.7%+27.5pp |
| Annual return | 10.97% | 21.47%-10.5pp | 25.88%-14.9pp | 27571.02%-27560.1pp |
| Employer contribution / active EE | $1,103 | $1,887-41.5% | $2,428-54.6% | $2,032-45.7% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $213 | $97+118.8% | $5,608-96.2% | $110+92.5% |