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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 17 · EIN 95-3207191 | Pension Consulting | $113,755 |
REYNO-BERTENSHAW WMG3 years Service code 27 2555 E CAMELBACK RD STE 900 · PHOENIX, AZ 850164218 | Advisory (Plan) | $34,400 |
Service code 10 · EIN 95-4345526 | Accounting | $13,513 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-3188017 | Recordkeeping | $0 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 12.97% | 12.39%+0.6pp | 20.73%-7.8pp | 13.59%-0.6pp |
| Employer contribution / active EE | $14,606 | $14,456+1.0% | $36,503-60.0% | $14,592+0.1% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |