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| Provider | Service type | Compensation |
|---|---|---|
WILSON-MCSHANE CORPORATION1+ years Service code 10 · EIN 41-0956552 | Accounting | $182,806 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1975125 | Consulting | $97,644 |
KUTAK ROCK LLP1+ years Service code 29 · EIN 47-0597598 | Legal | $21,970 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $15,000 |
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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 | $0 | $0 | $161,673-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.7%-41.7pp | 0.0%0pp |
| Annual return | -8.97% | 9.42%-18.4pp | 9.65%-18.6pp | 12.86%-21.8pp |
| Employer contribution / active EE | $1,036 | $3,243-68.1% | $27,458-96.2% | $13,687-92.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $23,561-100.0% | - |