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| Provider | Service type | Compensation |
|---|---|---|
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $74,723 |
LAURA CABALLERO8+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $49,829 |
AMY HERTZ8+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $46,580 |
NATIONAL INVESTMENT SERVICES8+ years Service code 28 · EIN 84-3937993 | Investment Management | $41,813 |
DENISE LUKASZEWSKI8+ years Service code 30 · EIN 36-2187389 | Employee (plan) | $36,606 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,000 |
LANER MUCHIN8+ years Service code 29 · EIN 36-3088463 | Legal | $26,880 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $22,164 |
DOWD, BLOCH & BENNETT6 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $16,410 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $13,526 |
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 | $85,144-100.0% | $130,062-100.0% | $80,169-100.0% |
| Participation rate | 0.0% | 79.5%-79.5pp | 78.5%-78.5pp | 72.9%-72.9pp |
| Annual return | -5.78% | 23.78%-29.6pp | -137.37%+131.6pp | 40.39%-46.2pp |
| Employer contribution / active EE | $1,927 | $3,059-37.0% | $4,322-55.4% | $2,978-35.3% |
| Participant deferral / active EE | $0 | $4,992-100.0% | $5,821-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $392-100.0% | $10,601-100.0% | $145-100.0% |