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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $261,277 |
IOMM&P7+ years Service code 14 · EIN 13-6020335 | Plan Administrator | $91,237 |
SLEVIN & HART, P.C.7+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 | Legal | $76,662 |
PATRICK MCCULLOUGH7+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $23,102 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $22,500 |
GORFINE SCHILLER & GARDYN PA7+ years Service code 10 · EIN 52-1231901 | Accounting | $19,500 |
KENNETH RYAN7+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $19,245 |
PAULA PHILLIPS7+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $15,372 |
ANN MARIE MCCULLOUGH7+ years Service code 35 · EIN 13-6696938 | Direct payment from the plan; Employe... | $14,971 |
DAVID ROMANO7+ years Service code 35 · EIN 13-6696938 | Employee (plan sponsor); Direct payme... | $11,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,475 | $78,339+44.9% | $85,708+32.4% | $93,010+22.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 15.09% | 21.17%-6.1pp | 21.49%-6.4pp | 158.70%-143.6pp |
| Employer contribution / active EE | $5,341 | $2,560+108.6% | $2,618+104.0% | $2,705+97.4% |
| Participant deferral / active EE | $5,340 | $3,882+37.6% | $3,922+36.2% | $4,561+17.1% |
| Admin fee / account holder | $200 | $104+92.4% | $6,876-97.1% | $152+31.8% |