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| Provider | Service type | Compensation |
|---|---|---|
UMR3 years Service code 13 · EIN 39-1995276 | Contract Administrator | $164,730 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR L.P. Service code 28 · EIN 20-3979494 | Investment Management | $78,212 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $69,000 |
GARCIA HAMILTON & ASSOCIATES9 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $59,929 |
ARNOLD & KADJAN10+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $51,020 |
Filed as: JP MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $31,460 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 28 · EIN 31-1051736 | Investment Management | $22,680 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $19,396 |
RICHARD J. WOLF & COMPANY10+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 15 · EIN 36-3182363 | Recordkeeping | $8,188 |
MATTHEW CASSERLY1 year Filed as: MATTHEW KWIATKOWSKI Service code 20 · EIN 35-6267233 | Trustee (individual) | $7,908 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,967 | $106,351-42.7% | $105,223-42.1% | $103,975-41.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 8.88% | 11.69%-2.8pp | 180.65%-171.8pp | 19.41%-10.5pp |
| Employer contribution / active EE | $8,177 | $5,336+53.2% | $3,689+121.7% | $3,722+119.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $177 | $316-43.9% | $8,859-98.0% | $332-46.8% |