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| Provider | Service type | Compensation |
|---|---|---|
MELVIN FEDER4+ years Service code 29 · EIN 13-3593661 | Legal | $278,940 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 · EIN 30-3707380 | Advisory (Plan) | $272,266 |
CASTIGLIA LLP4+ years Filed as: CASTIGLIA, LLP Service code 10 · EIN 46-2725636 | Accounting | $164,277 |
CONGRESS ASSET MANAGEMENT4+ years Service code 28 · EIN 04-2848965 | Investment Management | $137,982 |
PACIFIC INCOME ADVISORS4+ years Filed as: PACIFIC INCOME ADV Service code 28 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Investment Management | $77,587 |
THE SEGAL COMPANY4+ years Service code 16 · EIN 13-1835864 | Consulting | $67,734 |
BOYD WATTERSON ASSET MANAGEMENT4+ years Service code 28 1801 EAST 9TH STREET · CLEVELAND, OH 441143179 | Investment Management | $58,995 |
UNION NETWORKING4+ years Service code 15 · EIN 22-2940797 | Recordkeeping | $34,075 |
PREMIER TECHNOLOGIES4+ years Service code 15 232 MADISON AVENUE · NEW YORK, NY 10016 | Recordkeeping | $11,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,510 | $96,381-45.5% | $140,019-62.5% | $73,367-28.4% |
| Participation rate | 97.6% | 90.1%+7.5pp | 87.5%+10.1pp | 69.5%+28.1pp |
| Annual return | -5.46% | -4.30%-1.2pp | 651.19%-656.6pp | 173.45%-178.9pp |
| Employer contribution / active EE | $7,100 | $4,168+70.4% | $5,605+26.7% | $2,499+184.1% |
| Participant deferral / active EE | $0 | $6,186-100.0% | $6,927-100.0% | $4,033-100.0% |
| Admin fee / account holder | $163 | $100+62.9% | $10,705-98.5% | $68+137.9% |