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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $80,056 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $75,972 |
NATIONAL INVESTMENT SERVICES3+ years Service code 28 · EIN 80-0169636 | Investment Management | $53,747 |
DOWD, BLOCH & BENNETT1 year Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $45,897 |
JANUS HENDERSON3+ years Filed as: JANUS CAPITAL MANANGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $38,559 |
LAURA CABALLERO3+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $37,187 |
LANER MUCHIN3+ years Service code 29 · EIN 36-3088463 | Legal | $32,681 |
DENISE LUKASZEWSKI3+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $29,693 |
GREAT LAKES ADVISORS, LLC3+ years Service code 28 · EIN 80-0292839 | Investment Management | $25,675 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $64,311-100.0% | $110,243-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 79.3%-79.3pp | 79.8%-79.8pp | 72.4%-72.4pp |
| Annual return | 6.58% | -1.74%+8.3pp | 314.76%-308.2pp | -0.04%+6.6pp |
| Employer contribution / active EE | $1,902 | $2,404-20.8% | $3,827-50.3% | $2,405-20.9% |
| Participant deferral / active EE | $0 | $3,892-100.0% | $4,672-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $8,548-100.0% | $102-100.0% |