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| Provider | Service type | Compensation |
|---|---|---|
JOHN GARDINER6+ years Service code 30 · EIN 36-6551011 | Employee (plan) | $75,460 |
JOHNSON & KROL, LLC6+ years Filed as: JOHNSON AND KROL LLC Service code 29 · EIN 36-4342024 | Legal | $59,852 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $30,500 |
KINGA PILCH1 year Service code 30 · EIN 36-6551011 | Employee (plan) | $30,459 |
DANIEL AND HENRY CO6+ years Filed as: DANIEL AND HENRY CO. Service code 23 · EIN 43-0634945 | Insurance services | $28,620 |
LEGACY PROFESSIONALS LLP1 year Filed as: LEGACY PROFESSIONALS Service code 10 · EIN 32-0043599 | Accounting | $26,000 |
BANSLEY AND KIENER, LLP6+ years Filed as: BANSLEY AND KIENER LLP Service code 10 · EIN 36-2152389 | Accounting | $21,326 |
BOND BROTHERS1 year Filed as: BOND BROTHERS & CO. INC. Service code 49 · EIN 36-2433269 | Other Services | $6,373 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $235 |
BAIRD FUNDS3 years Service code 28 · EIN 39-6037917 | Investment Management | $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 | $158,450 | $81,719+93.9% | $101,275+56.5% | $90,274+75.5% |
| Participation rate | 64.8% | 80.7%-15.9pp | 75.8%-11.0pp | 73.4%-8.6pp |
| Annual return | 7.45% | 337.64%-330.2pp | 46.46%-39.0pp | 53.97%-46.5pp |
| Employer contribution / active EE | $8,794 | $3,622+142.8% | $3,660+140.3% | $2,523+248.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $208 | $162+28.4% | $5,948-96.5% | $114+82.2% |