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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $334,597 |
METROPOLITAN MANAGEMENT SERVICES2+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $96,995 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL SPILLANCE Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $47,142 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $37,550 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $31,145 |
DARREN TURTON2+ years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $29,725 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,633 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 06-0839113 | Actuarial | $15,500 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $12,720 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,709 | $80,354-0.8% | $133,975-40.5% | $63,975+24.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 87.1%+4.2pp | 71.1%+20.2pp |
| Annual return | 6.60% | 13.11%-6.5pp | 29.29%-22.7pp | 48.65%-42.0pp |
| Employer contribution / active EE | $4,020 | $3,503+14.7% | $5,211-22.9% | $2,182+84.3% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $225 | $69+224.8% | $9,324-97.6% | $70+219.6% |