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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 50 245 SUMMER STREET · BOSTON, MA 02210 | Direct Payment | $642,030 |
MANZI & ASSOCIATES, LLC10+ years Service code 10 · EIN 04-3508036 | Accounting | $37,151 |
ROBERT CHEVERIE10+ years Service code 29 · EIN 06-1335139 | Legal | $28,787 |
Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $27,813 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE C Service code 30 · EIN 04-1149051 | Employee (plan) | $25,836 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE D Service code 30 · EIN 04-1149051 | Employee (plan) | $18,086 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE A Service code 30 · EIN 04-1149051 | Employee (plan) | $9,144 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE B Service code 30 · EIN 04-1149051 | Employee (plan) | $6,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,337 | $105,028+36.5% | $107,187+33.7% | $100,573+42.5% |
| Participation rate | 59.8% | 81.2%-21.4pp | 75.0%-15.2pp | 70.9%-11.1pp |
| Annual return | 10.25% | 10.61%-0.4pp | 204.55%-194.3pp | 18.89%-8.6pp |
| Employer contribution / active EE | $5,752 | $5,641+2.0% | $3,782+52.1% | $3,763+52.8% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $380 | $355+7.0% | $9,162-95.9% | $454-16.3% |