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| Provider | Service type | Compensation |
|---|---|---|
DENISE DELHAYE6+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $27,160 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $27,048 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $24,000 |
LANER MUCHIN4 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $19,300 |
GREGORIO MARCO5 years Service code 29 · EIN 36-4028033 | Legal | $15,912 |
BASYS1 year Service code 15 · EIN 52-1796473 | Recordkeeping | $15,682 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,489 | $73,497-2.7% | $101,275-29.4% | $93,223-23.3% |
| Participation rate | 84.6% | 84.5%+0.1pp | 75.8%+8.8pp | 74.9%+9.7pp |
| Annual return | 15.06% | 11.66%+3.4pp | 46.46%-31.4pp | 19.29%-4.2pp |
| Employer contribution / active EE | $2,289 | $3,600-36.4% | $3,660-37.5% | $2,680-14.6% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,370-100.0% | $4,563-100.0% |
| Admin fee / account holder | $63 | $121-48.3% | $5,948-98.9% | $79-21.0% |