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| Provider | Service type | Compensation |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $142,916 |
DOAR RIECK KALEY & MACK1+ years Filed as: DOAR RIECK DEVITA KALEY & MACK Service code 29 · EIN 13-4120430 | Legal | $102,569 |
SCHULTHEIS & PANETTIERI, LLP2+ years Service code 10 · EIN 13-1577780 | Accounting | $80,684 |
RAPP INDUSTRIES2+ years Filed as: RAPP INDUSTRIES, INC. Service code 15 · EIN 22-2034252 | Recordkeeping | $53,199 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $33,654 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUANVEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,008 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $12,535 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $12,525 |
PITTA LLP1+ years Service code 29 · EIN 26-3852082 | Legal | $7,891 |
CUNNINGHAM & CUNNINGHAM LLP2+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $7,333 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,125 | $80,354-71.2% | $133,980-82.7% | $63,975-63.9% |
| Participation rate | 99.7% | 87.5%+12.1pp | 87.1%+12.6pp | 71.1%+28.5pp |
| Annual return | 5.82% | 13.11%-7.3pp | 29.30%-23.5pp | 48.65%-42.8pp |
| Employer contribution / active EE | $7,103 | $3,503+102.7% | $5,211+36.3% | $2,182+225.6% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $248 | $69+258.1% | $9,324-97.3% | $70+252.4% |