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| Provider | Service type | Compensation |
|---|---|---|
C.E. HUMPHREY2+ years Service code 26 · EIN 04-3411297 | Advisory (Participants) | $108,056 |
MANZI & ASSOCIATES, LLC2+ years Filed as: MANZI & ASSOCIATES L.L.C. Service code 10 · EIN 04-3508036 | Accounting | $41,940 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ROITMAN LLP Service code 29 · EIN 13-1928058 | Legal | $31,503 |
THE SEGAL COMPANY2+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $25,874 |
VERONICA DYER2+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $24,863 |
LANGAN & DEMPSEY2+ years Service code 29 · EIN 04-2125930 | Legal | $24,413 |
MICKEY LONG, ESQ.2+ years Service code 29 · EIN 04-3534086 | Legal | $21,607 |
KAY MULLINS1 year Filed as: KAY PRINTING & ENVELOPE CO INC Service code 49 220 ENTIN ROAD · CLIFTON, NJ 07014 | Other Services | $13,478 |
HEATHER ROMERI2+ years Service code 30 · EIN 04-2647320 | Employee (plan) | $13,358 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $11,088 |
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 | $75,747 | $31,994+136.8% | $74,577+1.6% | $65,292+16.0% |
| Participation rate | 60.6% | 38.6%+22.0pp | 68.1%-7.5pp | 72.4%-11.9pp |
| Annual return | 14.42% | 18.54%-4.1pp | 20.47%-6.0pp | 11.84%+2.6pp |
| Employer contribution / active EE | $4,435 | $793+459.0% | $2,525+75.6% | $2,302+92.7% |
| Participant deferral / active EE | $26 | $1,345-98.1% | $3,458-99.3% | $3,579-99.3% |
| Admin fee / account holder | $89 | $74+20.7% | $4,138-97.8% | $57+56.0% |