| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $631,519 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 11 · EIN 36-4291971 | Actuarial | $242,184 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 11 · EIN 74-2279754 | Actuarial | $73,378 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $31,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -12.37% | -13.41%+1.0pp | 10.22%-22.6pp | 2.78%-15.2pp |
| Employer contribution / active EE | $36,032 | $53,848-33.1% | $51,212-29.6% | $15,276+135.9% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |