| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS4 years Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $34,479 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $21,840 |
Service code 12 · EIN 94-3089465 | Claims processing; Recordkeeping and ... | $19,804 |
SALTZMAN & JOHNSON6+ years Service code 29 · EIN 94-2376174 | Legal | $7,969 |
SUBURBAN PRESS1 year Service code 36 · EIN 94-2477030 | Copying and duplicating; Direct payme... | $6,605 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,703 | $47,634-52.3% | $90,468-74.9% | $90,274-74.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 12.58% | 19.61%-7.0pp | 1294.94%-1282.4pp | 53.97%-41.4pp |
| Employer contribution / active EE | $1,433 | $1,749-18.1% | $3,264-56.1% | $2,523-43.2% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $73 | $106-31.1% | $5,614-98.7% | $114-35.9% |