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| Provider | Service type | Compensation |
|---|---|---|
FINDLEY1+ years Filed as: FINDLEY DAVIES Service code 29 · EIN 34-1213174 | Legal | $47,846 |
BENEFIT RESOURCE GROUP1+ years Service code 27 · EIN 47-1337968 | Advisory (Plan) | $26,474 |
Filed as: NEW YORK LIFE INSURANCE COMPANY Service code 21 · EIN 13-5582869 | Bank Trustee | $14,243 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $12,000 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $5,393 |
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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 | $0 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -2.97% | -2.27%-0.7pp | -2.79%-0.2pp | -7.14%+4.2pp |
| Employer contribution / active EE | $13,512 | $13,002+3.9% | $39,327-65.6% | $14,613-7.5% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |