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| Provider | Service type | Compensation |
|---|---|---|
AL FREEHILL2+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $90,118 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $66,000 |
VITECH SYSTEMS GROUP2+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $50,051 |
KEVIN J. DRISCOLL2+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $40,539 |
WILLIAM J. TURNBULL2+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $26,964 |
JAMES A. REICHERT2+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $25,497 |
ULLICO2+ years Filed as: ULLICO CASUALTY GROUP Service code 23 · EIN 13-2988846 | Insurance services; Insurance brokera... | $14,167 |
LAPADULA CARLSON & CO2+ years Filed as: LAPADULA, CARLSON & CO. CPA Service code 10 · EIN 65-0292391 | Accounting | $12,500 |
Filed as: COLLERAN, O'HARA, MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $11,116 |
CHUBB2+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $10,004 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 6.68% | 611.38%-604.7pp | 22.78%-16.1pp | 48.65%-42.0pp |
| Employer contribution / active EE | $9,352 | $2,943+217.8% | $3,574+161.6% | $2,182+328.6% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |