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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $1,076,376 |
STEPTOE & JOHNSON LLP3+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $132,526 |
IOMM&P3+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $101,357 |
SLEVIN & HART, P.C.3+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $42,026 |
PATRICK MCCULLOUGH3+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $30,743 |
KENNETH RYAN3+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $22,720 |
ANN MARIE MCCULLOUGH3+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $21,234 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
GORFINE SCHILLER & GARDYN PA3+ years Service code 10 · EIN 52-1231901 | Accounting | $20,000 |
PAULA PHILLIPS3+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $19,206 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,480 | $65,292+38.6% | $71,671+26.2% | $77,958+16.1% |
| Participation rate | 90.2% | 67.4%+22.8pp | 68.7%+21.5pp | 71.6%+18.6pp |
| Annual return | 15.71% | 21.25%-5.5pp | 20.65%-4.9pp | 20.87%-5.2pp |
| Employer contribution / active EE | $4,673 | $2,085+124.2% | $2,460+90.0% | $2,310+102.3% |
| Participant deferral / active EE | $4,445 | $3,008+47.8% | $3,438+29.3% | $3,537+25.7% |
| Admin fee / account holder | $213 | $84+152.4% | $5,558-96.2% | $97+118.9% |