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| Provider | Service type | Compensation |
|---|---|---|
ROSANNE LACALAMITA2 years Service code 30 · EIN 36-3319994 | Employee (plan) | $46,823 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $42,490 |
LANER MUCHIN6+ years Service code 29 · EIN 36-3088463 | Legal | $41,319 |
MARY DELANEY CERETTO2 years Filed as: MARY CERETTO Service code 30 · EIN 36-3319994 | Employee (plan) | $39,638 |
JEFFREY HOFF2 years Service code 30 · EIN 36-3319994 | Employee (plan) | $30,833 |
VITECH SYSTEMS GROUP6+ years Filed as: VITECH SYSTEMS GROUP, INC Service code 16 · EIN 13-3785492 | Consulting | $10,772 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $9,902 |
RIVERBRIDGE PARTNERS1 year Filed as: RIVERBRIDGE PARTNERS, LLC Service code 28 1200 IDS CENTER · MINNEAPOLIS, MN 55402 | Investment Management | $9,601 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK Service code 19 · EIN 36-2085229 | Securities Custodian | $7,423 |
Service code 28 1330 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Investment Management | $6,116 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,931 | $48,166-66.9% | $96,572-83.5% | $93,010-82.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 69.8%+30.2pp | 73.9%+26.1pp |
| Annual return | 26.39% | 21.31%+5.1pp | 37.79%-11.4pp | 158.70%-132.3pp |
| Employer contribution / active EE | $3,904 | $1,070+264.9% | $2,357+65.6% | $2,705+44.3% |
| Participant deferral / active EE | $0 | $2,576-100.0% | $3,850-100.0% | $4,561-100.0% |
| Admin fee / account holder | $256 | $110+132.0% | $6,183-95.9% | $152+68.6% |