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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICE LLC Service code 28 642 NEWTOWN YARDLEY RD #205 · NEWTOWN, PA 18940 | Investment Management | $190,637 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $122,963 |
NEBA1 year Service code 14 2010 NW 150TH AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $112,088 |
LAPADULA CARLSON & CO6 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $46,581 |
ARNALL GOLDEN GREGORY LLP5 years Service code 28 · EIN 58-0543673 | Investment Management | $33,235 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -10.00% | 38.53%-48.5pp | -3.21%-6.8pp | 2.77%-12.8pp |
| Employer contribution / active EE | $4,688 | $14,659-68.0% | $46,051-89.8% | $15,262-69.3% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |