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| Provider | Service type | Compensation |
|---|---|---|
JOHN GARDINER3+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $58,463 |
JOHNSON & KROL, LLC3+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $44,571 |
GINA GILSDORF3+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $32,391 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $29,000 |
DANIEL AND HENRY CO3+ years Filed as: DANIEL AND HENRY CO. Service code 23 · EIN 43-0634945 | Insurance services | $26,090 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $26,000 |
JEAN ADAMS-MENCIK1 year Filed as: JEAN NEMCEK Service code 30 · EIN 36-6551011 | Employee (plan) | $25,847 |
BANSLEY AND KIENER, LLP3+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $19,072 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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 | $135,518 | $221,442-38.8% | $92,240+46.9% | $77,958+73.8% |
| Participation rate | 64.8% | 79.6%-14.8pp | 76.5%-11.7pp | 71.6%-6.9pp |
| Annual return | 7.69% | 15.65%-8.0pp | 176.29%-168.6pp | 20.87%-13.2pp |
| Employer contribution / active EE | $9,644 | $3,226+199.0% | $3,680+162.1% | $2,310+317.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $192 | $210-8.6% | $5,194-96.3% | $97+96.8% |