| Provider | Service type | Compensation |
|---|---|---|
Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077 | Accounting | $115,570 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH AND BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $59,989 |
BREDHOFF & KAISER2+ years Filed as: BREDHOFF & KAISER P.L.L.C Service code 29 · EIN 52-0969534 | Legal | $36,366 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $30,332 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $16,202 |
Filed as: GALLAGHER FIDUCIARY Service code 10 · EIN 36-4291971 | Accounting | $15,955 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 17 · EIN 26-1370698 | Pension Consulting | $11,920 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $8,099 |
Filed as: SCHAEFER PRINTING Service code 36 · EIN 34-0510730 | Direct payment from the plan; Copying... | $6,883 |
MERCER2+ years Service code 13 · EIN 13-2834414 | Contract Administrator | $6,194 |
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 | $166,754 | $52,149+219.8% | $122,354+36.3% | $77,958+113.9% |
| Participation rate | 96.2% | 58.6%+37.6pp | 71.6%+24.5pp | 71.6%+24.5pp |
| Annual return | 11.43% | 17.75%-6.3pp | 30.28%-18.8pp | 20.87%-9.4pp |
| Employer contribution / active EE | $9,937 | $1,750+468.0% | $4,051+145.3% | $2,310+330.1% |
| Participant deferral / active EE | $4,163 | $2,114+96.9% | $3,287+26.6% | $3,537+17.7% |
| Admin fee / account holder | $105 | $93+12.7% | $5,479-98.1% | $97+7.9% |