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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $104,000 |
J W COLE FINANCIAL INC6 years Filed as: MK COLE Service code 30 · EIN 51-6133048 | Direct payment from the plan; Employe... | $93,225 |
P KEENAN6 years Service code 14 · EIN 51-6133048 | Plan Administrator | $65,998 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $54,620 |
O'SULLIVAN ASSOCIATES9+ years Service code 11 · EIN 20-8199367 | Actuarial | $44,288 |
INTAC 697 OWNERS' ASSOC INC9+ years Service code 49 · EIN 90-0506153 | Other Services | $25,982 |
HAGBERG & ASSOCIATES9+ years Filed as: HAGBERG & ASSOCIATES, PC Service code 29 · EIN 01-0598991 | Legal | $20,619 |
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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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 11.08% | 7.15%+3.9pp | 20.18%-9.1pp | 37.74%-26.7pp |
| Employer contribution / active EE | $15,057 | $13,270+13.5% | $29,108-48.3% | $15,788-4.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |