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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $453,703 |
FELDMAN, INGARDONA & CO.1 year Filed as: FELDMAN, INGARDONA&CO. Service code 27 · EIN 36-4137178 | Advisory (Plan) | $50,000 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,866 | $85,257+26.5% | $70,544+52.9% | $103,590+4.1% |
| Participation rate | 79.9% | 71.0%+9.0pp | 68.4%+11.6pp | 73.3%+6.6pp |
| Annual return | 17.81% | 25.37%-7.6pp | 32.79%-15.0pp | 33.13%-15.3pp |
| Employer contribution / active EE | $1,455 | $3,007-51.6% | $2,976-51.1% | $3,213-54.7% |
| Participant deferral / active EE | $5,640 | $4,773+18.2% | $4,568+23.5% | $5,214+8.2% |
| Admin fee / account holder | $78 | $89-11.9% | $6,427-98.8% | $114-31.7% |