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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC5 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $645,416 |
JEFFREY W. KROL & ASSOCIATES8 years Filed as: JEFFREY W KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $125,812 |
JAMES MELTREGER10+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $110,607 |
VINCENT FEDELE10+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $91,772 |
THOMAS PARAVOLA10+ years Service code 29 · EIN 36-0522075 | Legal | $66,775 |
JEFFREY SLOCUM & ASSOCIATES10+ years Filed as: JEFFREY PIERUCCI Service code 30 · EIN 36-2872107 | Employee (plan) | $56,392 |
FGMK, LLC9 years Service code 10 · EIN 36-2929601 | Accounting | $56,174 |
GREAT LAKES ADVISORS, LLC10+ years Service code 28 · EIN 80-0292839 | Investment Management | $41,783 |
TAMMY GRAVES10+ years Filed as: TAMMY HENRICHS Service code 30 · EIN 36-2872107 | Employee (plan) | $39,757 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1520346 | Securities Custodian | $8,612 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,066 | $122,239-99.1% | $184,203-99.4% | $74,495-98.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | -6.42% | 19.95%-26.4pp | 28.81%-35.2pp | 1364.94%-1371.4pp |
| Employer contribution / active EE | $1,012 | $4,537-77.7% | $6,427-84.3% | $2,623-61.4% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $170 | $1,260-86.5% | $13,901-98.8% | $1,942-91.3% |