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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,414,332 |
DARREN TURTON10+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $136,363 |
COLLEEN BRINDISI4 years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $111,318 |
Service code 10 · EIN 04-3652965 | Accounting | $96,188 |
Filed as: COURTNEY BUTLER Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $45,964 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $45,000 |
GAIL MILLS3 years Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $35,327 |
Filed as: FRANK GREENBERG Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $31,204 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,167 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $25,000 |
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 | $109,852 | $241,850-54.6% | $102,437+7.2% | $200,096-45.1% |
| Participation rate | 97.7% | 78.3%+19.3pp | 74.5%+23.1pp | 72.0%+25.6pp |
| Annual return | 11.88% | 17.67%-5.8pp | 24.95%-13.1pp | 34.26%-22.4pp |
| Employer contribution / active EE | $5,400 | $4,253+27.0% | $3,871+39.5% | $3,038+77.8% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $518 | $288+79.9% | $8,388-93.8% | $269+92.5% |