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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $204,125 |
WALTER SARACENI9+ years Service code 30 · EIN 13-3877439 | Direct payment from the plan; Employe... | $100,405 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $95,971 |
WENDY WEISS7 years Filed as: WENDY SALVATIERRA Service code 30 · EIN 13-3877439 | Employee (plan); Direct payment from ... | $74,051 |
GLORIA CANCELLIERE7 years Filed as: GLORIA MATERON Service code 30 · EIN 13-3877439 | Direct payment from the plan; Employe... | $68,756 |
VIRGINIA & AMBINDER, LLP9+ years Service code 29 · EIN 13-4166736 | Legal | $63,885 |
O'DONOGHUE & O'DONOGHUE9+ years Filed as: O'DONOGHUE & O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $51,852 |
MEKETA INVESTMENT GROUP9+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 17 · EIN 04-2659023 | Pension Consulting | $40,000 |
PREMIER TECHNOLOGY SOLUTIONS2 years Filed as: PREMIER TECHNOLOGY SOLUTIONS, INC. Service code 15 · EIN 13-3933805 | Recordkeeping | $31,531 |
LINDA HOOD5 years Filed as: LINDA SCARPA Service code 30 · EIN 13-3877439 | Direct payment from the plan; Employe... | $30,743 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,033 | $88,480+99.0% | $96,683+82.1% | $80,160+119.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 16.77% | 22.53%-5.8pp | 35.69%-18.9pp | 40.38%-23.6pp |
| Employer contribution / active EE | $6,629 | $4,176+58.7% | $3,737+77.4% | $2,978+122.6% |
| Participant deferral / active EE | $4,681 | $3,959+18.3% | $4,878-4.0% | $5,017-6.7% |
| Admin fee / account holder | $308 | $212+45.3% | $6,730-95.4% | $145+112.2% |