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| Provider | Service type | Compensation |
|---|---|---|
AL FREEHILL1+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $93,753 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $72,000 |
VITECH SYSTEMS GROUP1+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $42,821 |
KEVIN J. DRISCOLL1+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $40,935 |
WILLIAM J. TURNBULL1+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $25,984 |
JAMES A. REICHERT1+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $25,598 |
DYNAMIC INDUSTRIES1+ years Service code 36 · EIN 11-2467254 | Copying and duplicating | $15,049 |
ULLICO1+ years Filed as: ULLICO CASUALTY GROUP Service code 23 · EIN 13-2988846 | Insurance services; Insurance brokera... | $13,063 |
LAPADULA CARLSON & CO1+ years Filed as: LAPADULA, CARLSON & CO. CPA Service code 10 · EIN 65-0292391 | Accounting | $12,500 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $8,949 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | 0.71% | -1.89%+2.6pp | 9.68%-9.0pp | 5.51%-4.8pp |
| Employer contribution / active EE | $8,638 | $2,604+231.8% | $3,323+159.9% | $2,098+311.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |