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| Provider | Service type | Compensation |
|---|---|---|
JOHNSON & KROL, LLC1+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $67,928 |
JOHN GARDINER1+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $56,279 |
GINA GILSDORF1+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $30,498 |
DANIEL AND HENRY CO1+ years Filed as: DANIEL AND HENRY CO. Service code 23 · EIN 43-0634945 | Insurance services | $28,871 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $28,000 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $25,000 |
BANSLEY AND KIENER, LLP1+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $13,542 |
Filed as: MASSACHUSETTES MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,477 | $55,516+104.4% | $75,784+49.7% | $59,188+91.7% |
| Participation rate | 65.4% | 73.6%-8.2pp | 75.8%-10.4pp | 69.4%-4.0pp |
| Annual return | 2.94% | -1.89%+4.8pp | 9.68%-6.7pp | 5.51%-2.6pp |
| Employer contribution / active EE | $8,533 | $2,604+227.7% | $3,323+156.8% | $2,098+306.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $138 | $110+25.1% | $5,300-97.4% | $92+49.3% |