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| Provider | Service type | Compensation |
|---|---|---|
LANER MUCHIN5 years Filed as: LANER MUCHIN LTD. Service code 29 · EIN 36-3088463 | Legal | $25,631 |
DENISE DELHAYE7+ years Service code 30 · EIN 86-0928669 | Employee (plan) | $25,415 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268891 | Advisory (Plan) | $24,500 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $22,941 |
GREGORIO MARCO1 year Filed as: GREGORIO MARCO LTD. Service code 29 · EIN 36-4028033 | Legal | $14,671 |
BASYS1 year Filed as: BASYS LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $9,379 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 50 · EIN 84-0467907 | Direct Payment | $75 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,825 | $80,412+1.8% | $109,191-25.1% | $101,555-19.4% |
| Participation rate | 84.4% | 84.4%0pp | 75.9%+8.5pp | 74.5%+9.8pp |
| Annual return | 13.44% | 16.17%-2.7pp | 25.76%-12.3pp | 21.00%-7.6pp |
| Employer contribution / active EE | $2,903 | $3,731-22.2% | $3,723-22.0% | $2,972-2.3% |
| Participant deferral / active EE | $0 | $3,396-100.0% | $4,653-100.0% | $4,874-100.0% |
| Admin fee / account holder | $45 | $135-66.5% | $6,756-99.3% | $139-67.6% |