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| Provider | Service type | Compensation |
|---|---|---|
ALFRED MANZO4 years Filed as: ALFRED FREEHILL Service code 30 · EIN 13-3917806 | Employee (plan) | $113,715 |
VITECH SYSTEMS GROUP7+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $95,595 |
KEVIN J. DRISCOLL7+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $86,190 |
WILLIAM J. TURNBULL7+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $78,586 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
JAMES A. REICHERT7+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $36,294 |
DENNIS G. JENKINS, CPA,LLC2 years Filed as: DENNIS O'KANE Service code 30 · EIN 13-3917806 | Employee (plan) | $34,119 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA, CARLSON & CO, CPA Service code 10 · EIN 65-0292391 | Accounting | $13,650 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $13,539 |
DYNAMIC INDUSTRIES7+ years Service code 36 · EIN 11-2467254 | Copying and duplicating | $9,236 |
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 | $178,329 | $88,770+100.9% | $109,191+63.3% | $93,010+91.7% |
| Participation rate | 93.4% | 81.5%+11.9pp | 75.9%+17.5pp | 73.9%+19.5pp |
| Annual return | 15.75% | 60.64%-44.9pp | 25.76%-10.0pp | 158.70%-143.0pp |
| Employer contribution / active EE | $7,757 | $3,780+105.2% | $3,723+108.4% | $2,705+186.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $323 | $172+87.5% | $6,756-95.2% | $152+113.0% |