| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 04-2647786 | Direct Payment | $4,937,295 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,835,901 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $373,716 |
DELOITTE & TOUCHE LLP8+ years Service code 10 · EIN 13-3891517 | Accounting | $201,374 |
CHIPTON-ROSS8+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $95,076 |
CALLAN ASSOCIATES8+ years Service code 34 · EIN 94-2192581 | Direct payment from the plan; Valuati... | $58,964 |
OSI CONSULTING INC3 years Filed as: OSI DIGITAL INC Service code 16 · EIN 95-4844560 | Consulting | $47,418 |
Filed as: HARTER SECREST AND EMERY LLP Service code 29 · EIN 16-0766172 | Legal | $23,648 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $19,780 |
GLOBAL TRADING ANALYTICS LLC8+ years Service code 16 · EIN 20-2368007 | Consulting | $9,454 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,584 | $138,331+58.7% | $86,717+153.2% | $89,433+145.5% |
| Participation rate | 97.2% | 88.9%+8.3pp | 76.6%+20.6pp | 71.3%+26.0pp |
| Annual return | -9.76% | -11.72%+2.0pp | 35.97%-45.7pp | -11.88%+2.1pp |
| Employer contribution / active EE | $5,678 | $4,812+18.0% | $2,837+100.1% | $3,021+88.0% |
| Participant deferral / active EE | $12,505 | $8,027+55.8% | $4,657+168.5% | $5,125+144.0% |
| Admin fee / account holder | $77 | $64+20.8% | $7,494-99.0% | $79-2.4% |