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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $63,634 |
LAURA CABALLERO10+ years Service code 30 · EIN 36-3296789 | Employee (plan) | $60,703 |
AMY HERTZ10+ years Service code 30 · EIN 36-3296789 | Employee (plan) | $46,220 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $44,472 |
DENISE DELHAYE10+ years Filed as: DENISE LUKASZEWSKI Service code 30 · EIN 36-3296789 | Employee (plan) | $44,349 |
LANER MUCHIN10+ years Service code 29 · EIN 36-3088463 | Legal | $40,504 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,000 |
DOWD, BLOCH & BENNETT8 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $29,513 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $19,056 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $15,613 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $122,293-100.0% | $156,181-100.0% | $103,975-100.0% |
| Participation rate | 0.0% | 78.8%-78.8pp | 78.8%-78.8pp | 72.5%-72.5pp |
| Annual return | 8.82% | 21.63%-12.8pp | 64.87%-56.1pp | 19.41%-10.6pp |
| Employer contribution / active EE | $2,317 | $4,569-49.3% | $4,294-46.0% | $3,722-37.8% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $6,132-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $14,586-100.0% | $332-100.0% |