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| Provider | Service type | Compensation |
|---|---|---|
C. RASO II1 year Service code 14 · EIN 04-6375393 | Plan Administrator | $55,382 |
FEINBERG, DUMONT & BRENNAN2+ years Filed as: FEINBERG CAMPBELL & ZACK Service code 29 · EIN 04-2738936 | Legal | $42,613 |
R. GAITA2+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $39,639 |
G. SARNO2+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $38,883 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Other fees; Soft dollars commissions;... | $37,368 |
A. VALLETTA2+ years Service code 30 · EIN 04-6128036 | Direct payment from the plan; Employe... | $31,739 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,765 |
K. HARVEY2+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $28,558 |
SMITH & HOWARD, PC2+ years Filed as: J. SMITH Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $22,963 |
MANZI & ASSOCIATES, LLC2+ years Filed as: MANZI & ASSOCIATES Service code 10 · EIN 04-3508036 | Accounting | $19,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $57,283 | $89,274-35.8% | $149,721-61.7% | $77,958-26.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 7.56% | 20.36%-12.8pp | 1501.67%-1494.1pp | 20.87%-13.3pp |
| Employer contribution / active EE | $6,792 | $3,727+82.3% | $5,444+24.8% | $2,310+194.0% |
| Participant deferral / active EE | $58 | $5,382-98.9% | $6,568-99.1% | $3,537-98.4% |
| Admin fee / account holder | $253 | $240+5.6% | $11,282-97.8% | $97+160.1% |