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| Provider | Service type | Compensation |
|---|---|---|
AL FREEHILL3+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $93,482 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $60,000 |
VITECH SYSTEMS GROUP3+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $42,947 |
KEVIN J. DRISCOLL3+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $42,368 |
WILLIAM J. TURNBULL3+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $27,534 |
JAMES A. REICHERT3+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $26,612 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 13-2988846 | Insurance services; Insurance brokera... | $15,507 |
LAPADULA CARLSON & CO3+ years Filed as: LAPADULA, CARLSON & CO. CPA Service code 10 · EIN 65-0292391 | Accounting | $13,200 |
ULLICO1 year Filed as: ULLICO CASUALTY COMPANY Service code 23 · EIN 13-2988846 | Insurance services | $11,020 |
CHUBB3+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,734 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,309 | $221,442-40.7% | $92,240+42.4% | $77,958+68.4% |
| Participation rate | 96.5% | 79.6%+16.8pp | 76.5%+20.0pp | 71.6%+24.8pp |
| Annual return | 19.39% | 15.65%+3.7pp | 176.29%-156.9pp | 20.87%-1.5pp |
| Employer contribution / active EE | $11,215 | $3,226+247.7% | $3,680+204.8% | $2,310+385.4% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $202 | $210-3.8% | $5,194-96.1% | $97+107.1% |