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| Provider | Service type | Compensation |
|---|---|---|
ALFRED MANZO5 years Filed as: ALFRED FREEHILL Service code 30 · EIN 13-3917806 | Employee (plan) | $111,880 |
VITECH SYSTEMS GROUP8+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $89,509 |
WILLIAM J. TURNBULL8+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $85,545 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
JAMES A. REICHERT8+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $41,737 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS O'KANE Service code 30 · EIN 13-3917806 | Employee (plan) | $38,876 |
THE SEGAL COMPANY2 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $14,416 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA, CARLSON & CO., CPA Service code 10 · EIN 65-0292391 | Accounting | $14,100 |
CHUBB8+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,122 |
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 | $141,657 | $76,774+84.5% | $112,270+26.2% | $77,906+81.8% |
| Participation rate | 92.9% | 80.2%+12.7pp | 75.1%+17.8pp | 73.7%+19.2pp |
| Annual return | -14.97% | -10.25%-4.7pp | 27.49%-42.5pp | 12.16%-27.1pp |
| Employer contribution / active EE | $8,159 | $3,977+105.2% | $3,635+124.4% | $2,846+186.6% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $331 | $239+38.6% | $6,411-94.8% | $133+149.8% |