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| Provider | Service type | Compensation |
|---|---|---|
IOMM&P4+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $97,557 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $72,768 |
STEPTOE & JOHNSON LLP4+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $61,433 |
GORFINE SCHILLER & GARDYN PA4+ years Service code 10 · EIN 52-1231901 | Accounting | $32,200 |
PATRICK MCCULLOUGH4+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $22,165 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
SLEVIN & HART, P.C.4+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $18,318 |
KENNETH RYAN4+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $16,907 |
ANN MARIE MCCULLOUGH4+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $15,959 |
PAULA PHILLIPS4+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $14,140 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,931 | $57,606+38.8% | $67,313+18.7% | $75,289+6.2% |
| Participation rate | 96.4% | 68.2%+28.2pp | 69.1%+27.4pp | 72.4%+24.0pp |
| Annual return | -5.54% | -0.47%-5.1pp | -4.08%-1.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $4,835 | $2,206+119.2% | $2,566+88.5% | $2,405+101.1% |
| Participant deferral / active EE | $4,218 | $3,195+32.0% | $3,568+18.2% | $3,739+12.8% |
| Admin fee / account holder | $166 | $83+101.1% | $4,507-96.3% | $102+62.6% |