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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $329,951 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $123,626 |
METROPOLITAN MANAGEMENT SERVICES1+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $71,566 |
MICHAEL F. YATES & COMPANY, INC.1+ years Filed as: MICHAEL SPILLANCE Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $66,129 |
DARREN TURTON1+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $58,817 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $37,970 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $29,940 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $24,833 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $10,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,703 | $75,760-1.4% | $123,105-39.3% | $59,188+26.2% |
| Participation rate | 92.5% | 86.0%+6.4pp | 86.8%+5.7pp | 69.4%+23.1pp |
| Annual return | -0.30% | 2.93%-3.2pp | 13.22%-13.5pp | 5.51%-5.8pp |
| Employer contribution / active EE | $3,980 | $3,415+16.5% | $5,151-22.7% | $2,098+89.7% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $213 | $61+250.3% | $9,014-97.6% | $92+130.8% |