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| Provider | Service type | Compensation |
|---|---|---|
ALFRED MANZO3 years Filed as: ALFRED FREEHILL Service code 30 · EIN 13-3917806 | Employee (plan) | $115,124 |
KEVIN J. DRISCOLL6+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $90,566 |
VITECH SYSTEMS GROUP6+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $72,242 |
WILLIAM J. TURNBULL6+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $70,529 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
JAMES A. REICHERT6+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $31,093 |
Filed as: DENNIS O'KANE Service code 30 · EIN 13-3917806 | Employee (plan) | $28,964 |
COLLERAN, O'HARA & MILLS LLP5 years Filed as: COLLERAN, O'HARA, MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $17,329 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA, CARLSON & CO,. CPA Service code 10 · EIN 65-0292391 | Accounting | $13,200 |
CHUBB6+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,699 | $81,719+93.0% | $101,275+55.7% | $90,274+74.7% |
| Participation rate | 93.9% | 80.7%+13.2pp | 75.8%+18.1pp | 73.4%+20.6pp |
| Annual return | 16.47% | 337.64%-321.2pp | 46.46%-30.0pp | 53.97%-37.5pp |
| Employer contribution / active EE | $7,456 | $3,622+105.8% | $3,660+103.7% | $2,523+195.5% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $324 | $162+100.1% | $5,948-94.6% | $114+184.1% |