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| Provider | Service type | Compensation |
|---|---|---|
ALFRED MANZO1 year Filed as: ALFRED FREEHILL Service code 30 · EIN 13-3917806 | Employee (plan) | $95,183 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
WILLIAM J. TURNBULL4+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $56,926 |
KEVIN J. DRISCOLL4+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $48,193 |
VITECH SYSTEMS GROUP4+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $43,829 |
JAMES A. REICHERT4+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $27,859 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE Service code 23 · EIN 13-2988846 | Insurance brokerage commissions and f... | $14,084 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA, CARLSON & CO CPA Service code 10 · EIN 65-0292391 | Accounting | $13,200 |
CHUBB4+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,224 |
Filed as: COLLERAN, O'HARA MILLS LLP Service code 29 · EIN 13-2940050 | Legal | $5,431 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,463 | $60,396+109.4% | $83,831+50.9% | $75,289+68.0% |
| Participation rate | 96.0% | 80.7%+15.2pp | 76.1%+19.8pp | 72.4%+23.6pp |
| Annual return | -3.72% | 3.84%-7.6pp | 850.99%-854.7pp | -0.04%-3.7pp |
| Employer contribution / active EE | $11,441 | $3,343+242.2% | $3,631+215.1% | $2,405+375.7% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $218 | $141+54.6% | $5,479-96.0% | $102+113.4% |