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| Provider | Service type | Compensation |
|---|---|---|
SJS INVESTMENT CONSULTING INC3+ years Filed as: SJS INVESTMENT CONSULTING, INC. Service code 18 · EIN 34-1803756 | Custodial (other than securities); Di... | $136,159 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING Service code 17 · EIN 34-1753575 | Pension Consulting | $61,839 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 15 · EIN 34-1213174 | Recordkeeping | $26,675 |
NEWPORT GROUP, INC.2 years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 | Securities Custodian | $22,921 |
ACADIAN ASSET MANAGEMENT LLC3+ years Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $17,574 |
DAVENPORT HANF & COMPANY LLC3+ years Filed as: DAVENPORT, HANF & COMPANY, LLC Service code 10 · EIN 41-2173760 | Accounting | $11,900 |
APPLE GROWTH PARTNERS3+ years Service code 10 · EIN 34-1082617 | Accounting | $7,525 |
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 | $55,956 | $65,118-14.1% | $76,767-27.1% | $55,725+0.4% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | 6.37% | -1.27%+7.6pp | 2.43%+3.9pp | 244.93%-238.6pp |
| Employer contribution / active EE | $1,198 | $1,941-38.3% | $2,485-51.8% | $2,078-42.3% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $243 | $116+110.1% | $6,675-96.4% | $115+111.4% |