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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS, INC Service code 11 · EIN 52-1231144 | Actuarial | $43,238 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: O'DONOGHUE AND O'DONONGHUE Service code 29 · EIN 53-0120528 | Legal | $42,697 |
BENEFITS ADMINISTRATION CORPORATION10+ years Filed as: BENEFITS ADMINISTRATION CORP. Service code 12 · EIN 52-1139156 | Direct payment from the plan; Claims ... | $39,564 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS INVST CONSG GROUP Service code 50 · EIN 52-1871508 | Direct Payment | $38,271 |
SARFINO AND RHOADES, LLP10+ years Service code 10 · EIN 52-0961657 | Accounting | $30,850 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY, INC. Service code 16 · EIN 13-1835864 | Consulting | $10,135 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 711 HIGH STREET · DES MOINE, IA 50392 | Securities Custodian | $7,702 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 13.70% | 8.76%+4.9pp | 8.41%+5.3pp | 8.76%+4.9pp |
| Employer contribution / active EE | $6,075 | $16,664-63.5% | $41,333-85.3% | $16,664-63.5% |
| Participant deferral / active EE | $0 | $948-100.0% | $40-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |