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| Provider | Service type | Compensation |
|---|---|---|
STAIRWAY PARTNERS, LLC4 years Filed as: STAIRWAY PARTNERS Service code 27 · EIN 20-1164360 | Advisory (Plan) | $116,050 |
WILSON-MCSHANE CORPORATION7 years Filed as: WILSON-MSCHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $80,137 |
BENESYS, INC.4 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $29,170 |
BAUMAN ASSOCIATES6 years Filed as: BAUMAN ASSOCIATES, LTD Service code 10 · EIN 39-1277627 | Accounting | $13,034 |
ANDREW & BRANSKY, P.A7 years Service code 29 · EIN 41-1502219 | Legal | $11,451 |
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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 | $9,556,684-100.0% | $473,625-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.4%-2.4pp |
| Annual return | 1.72% | 146.80%-145.1pp | 20.18%-18.5pp | 22.81%-21.1pp |
| Employer contribution / active EE | $11,658 | $13,016-10.4% | $29,108-60.0% | $18,290-36.3% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $2,262-100.0% | $85,222-100.0% |