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| Provider | Service type | Compensation |
|---|---|---|
JOHN GARDINER4+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $59,368 |
JOHNSON & KROL, LLC4+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $38,565 |
GINA GILSDORF4+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $33,474 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $29,500 |
JEAN ADAMS-MENCIK2 years Filed as: JEAN NEMCEK Service code 30 · EIN 36-6551011 | Employee (plan) | $26,202 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $26,000 |
DANIEL AND HENRY CO4+ years Filed as: DANIEL AND HENRY CO. Service code 23 · EIN 43-0634945 | Insurance services | $24,030 |
BANSLEY AND KIENER, LLP4+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $17,754 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $75 |
BAIRD FUNDS1 year Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
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 | $139,186 | $60,396+130.5% | $83,831+66.0% | $75,289+84.9% |
| Participation rate | 64.0% | 80.7%-16.7pp | 76.1%-12.1pp | 72.4%-8.4pp |
| Annual return | 0.33% | 3.84%-3.5pp | 850.99%-850.7pp | -0.04%+0.4pp |
| Employer contribution / active EE | $9,157 | $3,343+173.9% | $3,631+152.2% | $2,405+280.8% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $191 | $141+35.4% | $5,479-96.5% | $102+87.0% |