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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOSEPH OHM Service code 14 · EIN 86-0928669 | Plan Administrator | $29,308 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $26,779 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $23,500 |
GREGORIO MARCO4 years Service code 29 · EIN 36-4028033 | Legal | $19,187 |
LANER MUCHIN3 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $11,119 |
BRIAN FREEMAN1 year Filed as: BRIAN KENNEDY Service code 20 · EIN 86-0928669 | Trustee (individual) | $7,340 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40 |
Participant contribution per participant 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 | $53,521 | $110,760-51.7% | $162,185-67.0% | $82,204-34.9% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 21.03% | 22.97%-1.9pp | 115.61%-94.6pp | 26.31%-5.3pp |
| Employer contribution / active EE | $2,292 | $4,437-48.3% | $5,613-59.2% | $2,707-15.3% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,297-100.0% | $4,246-100.0% |
| Admin fee / account holder | $48 | $65-25.7% | $10,844-99.6% | $76-36.0% |