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| Provider | Service type | Compensation |
|---|---|---|
GURSKY WIENS1 year Filed as: GURSKY WEINS ATTORNEYS AT LAW, LTD. Service code 29 · EIN 30-0836966 1130 TEN ROD RD C-207 · NORTH KINGSTOWN, RI 02852 | Legal | $18,986 |
FITZSIMMONS ABRAMS, LLP1 year Filed as: FITZSIMMONS ABRAMS LLP Service code 10 · EIN 13-2858927 7600 JERICHO TPKE STE 210 · WOODBURY, NY 11797 | Accounting | $12,000 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $11,100 |
WARD FISHER & COMPANY1 year Filed as: WARD FISHER & COMPANY LLP. Service code 10 · EIN 05-6016572 250 CENTERVILLE ROAD C · WARWICK, RI 02886 | Accounting | $9,700 |
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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 | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 6.02% | 18.13%-12.1pp | 14.64%-8.6pp | 16.32%-10.3pp |
| Employer contribution / active EE | $9,808 | $23,138-57.6% | $41,831-76.6% | $17,007-42.3% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |