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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $95,390 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,436 |
ANDCO CONSULTING2+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
WHITINGER & COMPANY LLC2+ years Service code 10 · EIN 35-0905017 | Accounting | $17,844 |
O'SULLIVAN ASSOCIATES2+ years Filed as: SULLIVAN, WARD, ASHER & PATTON Service code 29 · EIN 38-2384883 | Legal | $15,741 |
MID ATLANTIC CAPITAL CORPORATION2+ years Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,221 | $66,601-29.1% | $92,909-49.2% | $67,579-30.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 0.61% | 92.58%-92.0pp | 109.44%-108.8pp | 378.56%-377.9pp |
| Employer contribution / active EE | $1,902 | $2,775-31.5% | $3,653-47.9% | $2,148-11.4% |
| Participant deferral / active EE | $500 | $3,157-84.1% | $4,238-88.2% | $3,539-85.9% |
| Admin fee / account holder | $247 | $199+24.2% | $5,795-95.7% | $142+73.6% |