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| Provider | Service type | Compensation |
|---|---|---|
RBT CPAS, LLP2 years Filed as: RBT CPAS LLP Service code 10 · EIN 14-1604297 11 RACQUET RD · NEWBURGH, NY 12550 | Accounting | $12,500 |
STIFEL NICOLAUS & CO INC5+ years Service code 55 501 N BROADWAY · ST. LOUIS, MT 63102 | Other Commissions | $12,500 |
DANZIGER & MARKHOFF LLP5+ years Filed as: DANZIGER AND MARKHOFF LLP Service code 13 · EIN 13-3010201 1133 WESTCHESTER AVE. · WHITE PLAINS, NY 10604 | Contract Administrator | $5,086 |
Filed as: ADVISED ASSETS GROUP GREAT WEST Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $477 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,308 | $88,122-83.8% | $141,191-89.9% | $67,579-78.8% |
| Participation rate | 86.9% | 76.5%+10.5pp | 82.5%+4.5pp | 71.3%+15.7pp |
| Annual return | 25.13% | 75.40%-50.3pp | 71.41%-46.3pp | 378.56%-353.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,578 | $5,958-73.5% | $6,710-76.5% | $3,539-55.4% |
| Admin fee / account holder | $2 | $131-98.5% | $10,264-100.0% | $142-98.6% |