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| Provider | Service type | Compensation |
|---|---|---|
VICKIE KOSTANSKI1 year Service code 30 · EIN 86-0928669 | Employee (plan) | $31,174 |
DENISE DELHAYE2+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $30,337 |
LANER MUCHIN1 year Filed as: LANER,MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $28,856 |
Service code 14 · EIN 30-0644624 | Plan Administrator | $22,608 |
Filed as: STRATEGIC CAPITAL INV ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $22,500 |
GREGORIO MARCO1 year Service code 29 · EIN 36-4028033 | Legal | $20,718 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $16,000 |
Service code 13 · EIN 04-1590850 | Contract Administrator | $225 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,470 | $82,683-37.7% | $133,975-61.6% | $65,292-21.2% |
| Participation rate | 86.0% | 87.3%-1.3pp | 87.1%-1.1pp | 72.4%+13.6pp |
| Annual return | 6.85% | 9.63%-2.8pp | 29.29%-22.4pp | 11.84%-5.0pp |
| Employer contribution / active EE | $1,563 | $3,583-56.4% | $5,211-70.0% | $2,302-32.1% |
| Participant deferral / active EE | $1 | $5,190-100.0% | $6,282-100.0% | $3,579-100.0% |
| Admin fee / account holder | $46 | $66-29.4% | $9,324-99.5% | $57-19.1% |