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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC2 years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $639,349 |
GREAT LAKES ADVISORS, LLC7+ years Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $172,238 |
JEFFREY W. KROL & ASSOCIATES5 years Filed as: JEFFREY W KROL & ASSOCIATES, LTD. Service code 10 · EIN 36-3094368 | Accounting | $118,553 |
JAMES MELTREGER7+ years Service code 30 · EIN 36-2872107 | Employee (plan) | $110,607 |
VINCENT LOMBARDI7+ years Filed as: VINCENT SENESE Service code 30 · EIN 36-2872107 | Employee (plan) | $91,772 |
THOMAS PARAVOLA7+ years Service code 29 · EIN 36-0522075 | Legal | $68,275 |
JEFFREY SLOCUM & ASSOCIATES7+ years Filed as: JEFFREY PIERUCCI Service code 30 · EIN 36-2872107 | Employee (plan) | $56,392 |
QUARLES & BRADY LLP3 years Service code 29 · EIN 39-0432630 | Legal | $42,571 |
FGMK, LLC6 years Service code 10 · EIN 36-2929601 | Accounting | $40,489 |
TAMMY GRAVES7+ years Filed as: TAMMY HENRICHS Service code 30 · EIN 36-2872107 | Employee (plan) | $39,757 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,516 | $111,491-96.8% | $189,520-98.1% | $86,813-96.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 5.77% | 83.50%-77.7pp | 555.25%-549.5pp | 97.93%-92.2pp |
| Employer contribution / active EE | $635 | $3,951-83.9% | $6,161-89.7% | $2,406-73.6% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,131-100.0% |
| Admin fee / account holder | $143 | $189-24.4% | $12,046-98.8% | $170-15.8% |