| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,059,335 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,967,259 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $611,100 |
DELOITTE & TOUCHE LLP9+ years Service code 10 · EIN 13-3891517 | Accounting | $206,980 |
CALLAN ASSOCIATES9+ years Service code 34 · EIN 94-2192581 | Valuation (appraisals, etc.); Direct ... | $110,735 |
CHIPTON-ROSS9+ years Service code 13 · EIN 39-1341435 | Contract Administrator | $104,264 |
OSI CONSULTING INC4 years Filed as: OSI DIGITAL INC Service code 16 · EIN 95-4844560 | Consulting | $49,522 |
HERRONPALMER9+ years Filed as: HERRONPALMER LLC Service code 16 · EIN 45-4725418 | Consulting | $48,455 |
CITRIN COOPERMAN3 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 | Accounting | $37,561 |
ENTERPRISE BANK & TRUST1 year Filed as: FUTURE TECH ENTERPRISE INC. Service code 49 · EIN 11-3350196 | Other Services | $27,866 |
Annual investment return 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 | $233,535 | $161,802+44.3% | $96,564+141.8% | $96,393+142.3% |
| Participation rate | 97.6% | 92.5%+5.1pp | 76.0%+21.6pp | 71.3%+26.3pp |
| Annual return | 13.21% | 18.41%-5.2pp | 25.89%-12.7pp | 22.88%-9.7pp |
| Employer contribution / active EE | $6,039 | $5,381+12.2% | $2,967+103.5% | $3,239+86.5% |
| Participant deferral / active EE | $12,861 | $8,927+44.1% | $4,852+165.1% | $5,455+135.8% |
| Admin fee / account holder | $74 | $61+22.0% | $8,256-99.1% | $74+0.6% |