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| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM, SMITH, & BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $91,098 |
Service code 13 · EIN 86-0785790 | Contract Administrator | $84,868 |
Service code 16 · EIN 36-4291971 | Consulting | $39,000 |
Filed as: MCCRACKEN STEMERMAN & HOLSBERRY LLC Service code 29 · EIN 94-1709555 | Legal | $27,834 |
LT TRUST COMPANY4 years Filed as: M&T TRUST COMPANY Service code 19 · EIN 16-0538020 | Securities Custodian | $25,899 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 50 · EIN 46-0619194 | Direct Payment | $19,853 |
CARDAY ASSOCIATES4 years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $7,578 |
LETTERSTREAM1 year Service code 36 8551 EAST ANDERSON DR, SUITE 108 · SCOTTSDALE, AZ 85255 | Other services; Copying and duplicati... | $5,904 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,450 | $31,741-73.4% | $56,033-84.9% | $199,960-95.8% |
| Participation rate | 85.7% | 32.3%+53.3pp | 52.5%+33.2pp | 72.0%+13.7pp |
| Annual return | 9.49% | 14.72%-5.2pp | 1711.38%-1701.9pp | 34.28%-24.8pp |
| Employer contribution / active EE | $1,474 | $508+190.4% | $1,041+41.6% | $3,036-51.4% |
| Participant deferral / active EE | $0 | $1,184-100.0% | $1,954-100.0% | $5,087-100.0% |
| Admin fee / account holder | $57 | $426-86.6% | $2,827-98.0% | $269-78.7% |