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| Provider | Service type | Compensation |
|---|---|---|
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVE,N.W · WASHINGTON, DC 200065811 | Legal | $195,717 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN ALM, INC Service code 28 500 OCEAN TRAIL WAY, 410 · JUPITER, FL 33477 | Investment Management | $161,812 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $154,533 |
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 | Plan Administrator | $147,357 |
ABATO, RUBENSTEIN & ABATO10+ years Filed as: ABATO, RUBENSTEIN & ABATO, P.A. Service code 29 · EIN 52-0904713 | Legal | $133,275 |
FIDUCIARYVEST LLC10+ years Filed as: FIDUCIARYVEST, LLC Service code 27 115 PERIMETER CENTER PL · ATLANTA, GA 30346 | Advisory (Plan) | $120,000 |
BENESYS, INC.1 year Filed as: BENESYS,INC. Service code 14 700 TOWER DRIVE · TROY, MI 480982808 | Plan Administrator | $105,995 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $68,975 |
HCFL10+ years Service code 10 · EIN 52-1399339 1954 GREENSPRING DR. 305 · TIMONIUM, MD 21093 | Accounting | $38,610 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $37,721 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $124,814-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 2.1%-2.1pp |
| Annual return | 6.12% | 6.77%-0.7pp | 10.52%-4.4pp | 7.65%-1.5pp |
| Employer contribution / active EE | $11,358 | $23,265-51.2% | $26,749-57.5% | $20,582-44.8% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $122-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $129-100.0% | $193-100.0% |