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| Provider | Service type | Compensation |
|---|---|---|
LAURA CABALLERO9+ years Service code 30 · EIN 36-3296789 | Employee (plan); Other services | $57,750 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $56,884 |
LANER MUCHIN9+ years Service code 29 · EIN 36-3088463 | Legal | $49,282 |
AMY HERTZ9+ years Service code 30 · EIN 36-3296789 | Employee (plan) | $45,161 |
DENISE DELHAYE9+ years Filed as: DENISE LUKASZEWSKI Service code 30 · EIN 36-3296789 | Employee (plan) | $42,689 |
NATIONAL INVESTMENT SERVICES9+ years Service code 28 · EIN 84-3937993 | Investment Management | $41,671 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,000 |
DOWD, BLOCH & BENNETT7 years Filed as: DOWD BLOCH & BENNETT Service code 29 · EIN 36-3371377 | Legal | $24,205 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $18,228 |
Filed as: WASHINGTON CAPITAL Service code 28 · EIN 91-1163419 | Investment Management | $18,125 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,679,533-100.0% | $164,813-100.0% | $199,593-100.0% |
| Participation rate | 0.0% | 78.3%-78.3pp | 78.6%-78.6pp | 72.0%-72.0pp |
| Annual return | 4.44% | 17.93%-13.5pp | 69.93%-65.5pp | 34.25%-29.8pp |
| Employer contribution / active EE | $2,186 | $2,970-26.4% | $4,341-49.6% | $3,034-27.9% |
| Participant deferral / active EE | $0 | $5,010-100.0% | $6,031-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $1,982-100.0% | $12,690-100.0% | $269-100.0% |