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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $92,200 |
BENESYS, INC.1+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,073 |
ANDCO CONSULTING1+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
WHITINGER & COMPANY LLC1+ years Service code 10 · EIN 35-0905017 | Accounting | $16,700 |
O'SULLIVAN ASSOCIATES1+ years Filed as: SULLIVAN, WARD, ASHER & PATTON Service code 29 · EIN 38-2384883 | Legal | $12,683 |
Service code 38 · EIN 35-1776725 | Participant Communication | $7,673 |
MID ATLANTIC CAPITAL CORPORATION1+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $44,891 | $56,443-20.5% | $83,830-46.4% | $55,725-19.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 12.12% | 393.67%-381.5pp | 850.97%-838.9pp | 244.93%-232.8pp |
| Employer contribution / active EE | $1,788 | $2,682-33.3% | $3,631-50.8% | $2,078-14.0% |
| Participant deferral / active EE | $439 | $2,965-85.2% | $4,082-89.2% | $3,356-86.9% |
| Admin fee / account holder | $226 | $156+44.5% | $5,479-95.9% | $115+96.0% |