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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP6+ years Service code 10 · EIN 13-5381590 | Accounting | $78,000 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $53,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $32,677 |
WITHUMSMITH+BROWN, PC1 year Filed as: DERMODY, BURKE AND BROWN Service code 10 · EIN 01-0723685 | Accounting | $15,600 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,872 | $127,481+65.4% | $149,751+40.8% | $90,274+133.6% |
| Participation rate | 99.6% | 78.2%+21.3pp | 82.5%+17.1pp | 73.4%+26.2pp |
| Annual return | 189.77% | 57.78%+132.0pp | 276.71%-86.9pp | 53.97%+135.8pp |
| Employer contribution / active EE | $2,565 | $3,448-25.6% | $4,646-44.8% | $2,523+1.7% |
| Participant deferral / active EE | $8,776 | $6,975+25.8% | $6,843+28.2% | $4,231+107.4% |
| Admin fee / account holder | $81 | $152-46.9% | $9,312-99.1% | $114-29.4% |