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| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $129,838 |
Service code 37 · EIN 04-2647786 | Loan Processing | $105,704 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,529 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN ADVISORS, LLC Service code 10 · EIN 87-2525370 | Accounting | $19,210 |
Filed as: HARTER SECREST AND EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $7,481 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $6,563 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,381 | $72,254+99.8% | $86,677+66.6% | $64,808+122.8% |
| Participation rate | 96.4% | 80.4%+16.0pp | 76.6%+19.8pp | 71.5%+24.9pp |
| Annual return | -12.99% | 392.42%-405.4pp | 35.91%-48.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $101 | $174-42.0% | $7,493-98.7% | $188-46.3% |