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| Provider | Service type | Compensation |
|---|---|---|
ALFRED MANZO6 years Filed as: ALFRED FREEHILL Service code 30 · EIN 13-3917806 | Employee (plan) | $109,521 |
VITECH SYSTEMS GROUP9+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $96,032 |
WILLIAM J. TURNBULL9+ years Service code 30 · EIN 13-3917806 | Employee (plan) | $88,909 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,000 |
JAMES A. REICHERT9+ years Filed as: JAMES IPPOLITO Service code 30 · EIN 13-3917806 | Employee (plan) | $43,525 |
DENNIS G. JENKINS, CPA,LLC4 years Filed as: DENNIS O'KANE Service code 30 · EIN 13-3917806 | Employee (plan) | $40,290 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 22 · EIN 46-0619194 | Insurance Broker | $15,678 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA, CARLSON & CO., CPA Service code 10 · EIN 65-0292391 | Accounting | $14,550 |
Filed as: LINDABURY MCCORMICK ESTABROOK & COO Service code 29 · EIN 22-1943351 | Legal | $10,000 |
CHUBB9+ years Filed as: CHUBB & SON Service code 22 · EIN 13-1963496 | Insurance Broker | $7,136 |
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 | $165,918 | $88,479+87.5% | $96,543+71.9% | $80,187+106.9% |
| Participation rate | 92.2% | 79.9%+12.3pp | 74.3%+17.8pp | 72.9%+19.2pp |
| Annual return | 19.97% | 22.53%-2.6pp | 35.75%-15.8pp | 40.40%-20.4pp |
| Employer contribution / active EE | $8,891 | $4,177+112.9% | $3,741+137.7% | $2,980+198.4% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $339 | $211+60.5% | $6,737-95.0% | $145+134.0% |