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| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $37,500 |
JOSEPH SCHIAVO3+ years Service code 35 · EIN 53-0196583 | Direct payment from the plan; Other s... | $28,333 |
TERRY SCHMIDT LLC1 year Filed as: TERRY SHIELD Service code 35 · EIN 53-0196583 | Direct payment from the plan; Employe... | $21,500 |
TAMIKA HAINSWORTH1 year Service code 35 · EIN 53-0196583 | Employee (plan sponsor); Other servic... | $19,333 |
GRANT THORNTON LLP1 year Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $19,313 |
NEWPORT GROUP, INC.1 year Service code 50 · EIN 27-2037969 | Direct Payment | $10,059 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,767 | $92,091+47.4% | $63,018+115.4% | $77,958+74.2% |
| Participation rate | 98.7% | 74.5%+24.2pp | 74.8%+23.9pp | 71.6%+27.0pp |
| Annual return | 13.86% | 16.23%-2.4pp | 87.63%-73.8pp | 20.87%-7.0pp |
| Employer contribution / active EE | $4,988 | $3,424+45.7% | $2,761+80.7% | $2,310+115.9% |
| Participant deferral / active EE | $3,594 | $3,361+6.9% | $3,330+7.9% | $3,537+1.6% |
| Admin fee / account holder | $7 | $48-85.4% | $3,601-99.8% | $97-92.8% |