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| Provider | Service type | Compensation |
|---|---|---|
DEBRA CAVEY5 years Filed as: DEBRA FRAZIER Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $83,556 |
COLLERAN, O'HARA & MILLS LLP5 years Service code 29 · EIN 11-2940050 | Legal | $53,572 |
CALIBRE CPA GROUP PLLC6+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $42,464 |
GLEN CAMISA5 years Service code 30 · EIN 13-3073165 | Employee (plan); Direct payment from ... | $42,386 |
CARLOS ANDRADE3 years Service code 30 · EIN 13-3073165 | Direct payment from the plan; Employe... | $34,637 |
REYNOLDS CONSULTING SERVICES5 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,000 |
FLEXIBLE BUSINESS SYSTEMS3 years Service code 15 · EIN 11-2772357 | Recordkeeping | $12,513 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $11,446 |
DATA RESEARCH GROUP1 year Service code 49 · EIN 20-3223476 | Other Services | $8,793 |
SYNTONIC SYSTEMS, INC.3 years Filed as: SYNTONIC SYSTEM, INC Service code 49 111 JOHN STREET, SUITE 1700 · NEW YORK, NY 10038 | Other Services | $5,828 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,087 | $81,719+66.5% | $101,275+34.4% | $90,274+50.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 8.81% | 337.64%-328.8pp | 46.46%-37.7pp | 53.97%-45.2pp |
| Employer contribution / active EE | $6,398 | $3,622+76.6% | $3,660+74.8% | $2,523+153.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $187 | $162+15.2% | $5,948-96.9% | $114+63.5% |