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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 KWIATKOWSKI1 year 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 | $105,028-42.0% | $107,187-43.1% | $100,573-39.4% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.0%+25.0pp | 70.9%+29.1pp |
| Annual return | 8.88% | 10.61%-1.7pp | 204.55%-195.7pp | 18.89%-10.0pp |
| Employer contribution / active EE | $8,177 | $5,641+45.0% | $3,782+116.2% | $3,763+117.3% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $177 | $355-50.1% | $9,162-98.1% | $454-61.0% |