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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $212,638 |
IOMM&P6+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $92,182 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $80,015 |
PATRICK MCCULLOUGH6+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $24,900 |
GORFINE SCHILLER & GARDYN PA6+ years Service code 10 · EIN 52-1231901 | Accounting | $22,000 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
KENNETH RYAN6+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $18,791 |
ANN MARIE MCCULLOUGH6+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $17,512 |
PAULA PHILLIPS6+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $16,008 |
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY SULLIVAN Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $12,287 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,083 | $74,462+39.8% | $81,988+26.9% | $90,274+15.3% |
| Participation rate | 97.6% | 69.7%+27.9pp | 69.3%+28.3pp | 73.4%+24.2pp |
| Annual return | 15.58% | 17.56%-2.0pp | 41.32%-25.7pp | 53.97%-38.4pp |
| Employer contribution / active EE | $5,371 | $2,334+130.1% | $2,499+115.0% | $2,523+112.8% |
| Participant deferral / active EE | $4,871 | $3,602+35.2% | $3,723+30.9% | $4,231+15.1% |
| Admin fee / account holder | $206 | $98+110.1% | $5,666-96.4% | $114+80.5% |