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| Provider | Service type | Compensation |
|---|---|---|
DAVID ROMANO8+ years Filed as: DAVID VAUGHAN INVESTMENTS, INC Service code 27 · EIN 37-1272863 | Advisory (Plan) | $203,914 |
QUORUM CONSULTING GROUP8+ years Filed as: QUORUM Service code 13 · EIN 37-1331544 | Contract Administrator | $73,305 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $67,553 |
KERBER, ECK & BRAECKEL LLP8+ years Service code 10 · EIN 43-0352985 | Accounting | $48,157 |
CAVANAGH & O'HARA8+ years Service code 29 · EIN 37-1259635 | Legal | $37,951 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 20.12% | 9.21%+10.9pp | 8.34%+11.8pp | 8.76%+11.4pp |
| Employer contribution / active EE | $16,326 | $15,607+4.6% | $30,790-47.0% | $16,650-1.9% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |