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| Provider | Service type | Compensation |
|---|---|---|
DOAR RIECK KALEY & MACK2 years Service code 29 · EIN 13-4120430 | Legal | $153,312 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 | Investment Management | $151,151 |
SCHULTHEIS & PANETTIERI, LLP4+ years Service code 10 · EIN 13-1577780 | Accounting | $86,118 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 · EIN 13-4994650 | Investment Management | $57,135 |
RAPP INDUSTRIES1 year Service code 15 · EIN 22-2034252 | Recordkeeping | $38,487 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 27 · EIN 11-2559669 | Advisory (Plan) | $25,980 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $17,628 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $13,548 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
CUNNINGHAM & CUNNINGHAM LLP4+ years Filed as: CUNNINGHAM & CUNNINGHAM, LLP Service code 29 · EIN 06-1506457 | Legal | $8,800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,791 | $82,546-70.0% | $140,019-82.3% | $75,289-67.1% |
| Participation rate | 99.7% | 88.4%+11.4pp | 87.5%+12.2pp | 72.4%+27.3pp |
| Annual return | -1.66% | -0.36%-1.3pp | 651.17%-652.8pp | -0.04%-1.6pp |
| Employer contribution / active EE | $6,874 | $3,856+78.3% | $5,605+22.6% | $2,405+185.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $289 | $86+237.5% | $10,705-97.3% | $102+182.9% |