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| Provider | Service type | Compensation |
|---|---|---|
C.E. HUMPHREY1+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $125,936 |
MANZI & ASSOCIATES, LLC1+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $39,946 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $29,072 |
LANGAN & DEMPSEY1+ years Service code 29 · EIN 04-2125930 | Legal | $25,346 |
VERONICA DYER1+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $23,091 |
MICKEY LONG, ESQ.1+ years Service code 29 · EIN 04-3534086 | Legal | $22,042 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $15,980 |
HEATHER ROMERI1+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $11,849 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $10,362 |
JOANNE LANGONE1+ years Filed as: JOANNE PENWARDEN Service code 30 · EIN 04-2647320 | Employee (plan) | $9,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,256 | $30,633+145.7% | $67,704+11.2% | $67,505+11.5% |
| Participation rate | 61.2% | 35.6%+25.6pp | 67.5%-6.3pp | 71.2%-10.0pp |
| Annual return | 0.27% | 9.81%-9.5pp | 25.41%-25.1pp | 6.52%-6.3pp |
| Employer contribution / active EE | $4,089 | $771+430.5% | $2,559+59.8% | $2,173+88.2% |
| Participant deferral / active EE | $30 | $1,242-97.6% | $3,585-99.2% | $3,597-99.2% |
| Admin fee / account holder | $93 | $71+31.5% | $4,255-97.8% | $56+66.4% |