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| Provider | Service type | Compensation |
|---|---|---|
IOMM&P5+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $96,386 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $57,848 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $52,882 |
PATRICK MCCULLOUGH5+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $24,927 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
GORFINE SCHILLER & GARDYN PA5+ years Service code 10 · EIN 52-1231901 | Accounting | $18,500 |
KENNETH RYAN5+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $18,412 |
ANN MARIE MCCULLOUGH5+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $17,585 |
PAULA PHILLIPS5+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $15,738 |
STEPTOE & JOHNSON LLP5+ years Filed as: STEPTOE & JOHNSON Service code 29 · EIN 52-1349790 | Legal | $13,860 |
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 | $93,530 | $67,598+38.4% | $75,906+23.2% | $77,775+20.3% |
| Participation rate | 95.2% | 69.6%+25.6pp | 69.3%+25.9pp | 73.2%+22.0pp |
| Annual return | 22.26% | 23.18%-0.9pp | 30.73%-8.5pp | 32.58%-10.3pp |
| Employer contribution / active EE | $5,121 | $2,430+110.8% | $2,501+104.8% | $2,504+104.5% |
| Participant deferral / active EE | $4,627 | $3,502+32.1% | $3,604+28.4% | $3,966+16.7% |
| Admin fee / account holder | $177 | $96+83.8% | $5,421-96.7% | $100+76.9% |