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| Provider | Service type | Compensation |
|---|---|---|
SUGARMAN & SUSSKIND PA1 year Service code 29 · EIN 59-2539792 | Legal | $114,000 |
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN. Service code 13 · EIN 65-0498809 | Contract Administrator | $99,799 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,000 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $66,617 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $26,165 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,564-100.0% | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | - |
| Annual return | 17.37% | 28.83%-11.5pp | 8.32%+9.0pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $30,793-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $2,802-100.0% | - |