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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $344,332 |
METROPOLITAN MANAGEMENT SERVICES3+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $184,424 |
Service code 10 · EIN 04-3652965 | Accounting | $100,995 |
MICHAEL F. YATES & COMPANY, INC.3+ years Filed as: MICHAEL SPILLANCE Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $44,401 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
BARNES, IACCARINO & SHEPHERD LLP3+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $30,949 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $29,382 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,200 |
DARREN TURTON3+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $28,124 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 06-0839113 | Actuarial | $15,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,388 | $89,274+1.2% | $149,721-39.6% | $77,958+15.9% |
| Participation rate | 90.9% | 87.6%+3.3pp | 87.1%+3.9pp | 71.6%+19.3pp |
| Annual return | 14.92% | 20.36%-5.4pp | 1501.67%-1486.7pp | 20.87%-5.9pp |
| Employer contribution / active EE | $4,035 | $3,727+8.3% | $5,444-25.9% | $2,310+74.6% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $259 | $240+8.1% | $11,282-97.7% | $97+166.3% |