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| Provider | Service type | Compensation |
|---|---|---|
UMR2 years Service code 13 · EIN 39-1995276 | Contract Administrator | $163,045 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $69,000 |
GARCIA HAMILTON & ASSOCIATES8 years Filed as: GARCIA HAMILTON & ASSOCIATES, L.P. Service code 28 · EIN 76-0589652 | Investment Management | $55,006 |
ARNOLD & KADJAN9+ years Filed as: ARNOLD AND KADJAN Service code 29 · EIN 36-2498571 | Legal | $45,519 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $19,385 |
Service code 28 · EIN 31-1051736 | Investment Management | $17,601 |
RICHARD J. WOLF & COMPANY9+ years Filed as: RICHARD J WOLF & COMPANY INC. Service code 10 · EIN 36-3182363 | Accounting | $9,795 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,049 | $241,850-70.6% | $102,437-30.6% | $200,096-64.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 19.39% | 17.67%+1.7pp | 24.95%-5.6pp | 34.26%-14.9pp |
| Employer contribution / active EE | $9,080 | $4,253+113.5% | $3,871+134.6% | $3,038+198.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $169 | $288-41.3% | $8,388-98.0% | $269-37.2% |