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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC3 years Filed as: STAIRWAY PARTNERS Service code 27 · EIN 20-1164360 | Advisory (Plan) | $128,553 |
WILSON-MCSHANE CORPORATION6 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $77,357 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $26,278 |
ANDREW & BRANSKY, P.A6 years Service code 29 · EIN 41-1502219 | Legal | $19,539 |
BAUMAN ASSOCIATES5 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $11,914 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -7.62% | -6.78%-0.8pp | -5.85%-1.8pp | 39.77%-47.4pp |
| Employer contribution / active EE | $12,723 | $13,335-4.6% | $31,839-60.0% | $19,959-36.3% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |