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| Provider | Service type | Compensation |
|---|---|---|
DEBRA CAVEY3 years Filed as: DEBRA FRAZIER Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $89,292 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 68 SOUTH SERVICE ROAD, SUITE 200 · MELVILLE, NY 11747 | Advisory (Plan) | $60,000 |
GLEN CAMISA3 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $58,164 |
CALIBRE CPA GROUP PLLC4+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $54,882 |
COLLERAN, O'HARA & MILLS LLP3 years Service code 29 · EIN 11-2940050 | Legal | $53,195 |
PROSKAUER ROSE LLP4+ years Service code 29 · EIN 13-1840454 | Legal | $44,871 |
CARLOS ANDRADE1 year Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $36,319 |
Service code 15 · EIN 11-2772357 | Recordkeeping | $11,589 |
SYNTONIC SYSTEMS, INC.1 year Filed as: SYNTONIC SYSTEM, INC Service code 49 111 JOHN STREET, SUITE 1700 · NEW YORK, NY 10038 | Other Services | $6,083 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,599 | $82,546+55.8% | $140,019-8.2% | $75,289+70.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -0.78% | -0.36%-0.4pp | 651.19%-652.0pp | -0.04%-0.7pp |
| Employer contribution / active EE | $7,467 | $3,856+93.6% | $5,605+33.2% | $2,405+210.5% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $183 | $86+112.8% | $10,705-98.3% | $102+78.4% |