| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP7+ years Service code 10 · EIN 13-3891517 | Accounting | $131,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,462 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,272 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS, LLC Service code 10 · EIN 87-2525370 | Accounting | $18,642 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $6,959 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,812 | $144,879+15.8% | $111,319+50.7% | $93,010+80.4% |
| Participation rate | 96.6% | 86.1%+10.5pp | 77.3%+19.3pp | 73.9%+22.7pp |
| Annual return | 13.33% | 18.11%-4.8pp | 54.68%-41.3pp | 158.70%-145.4pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $87 | $104-16.1% | $7,966-98.9% | $152-42.7% |