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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $355,723 |
METROPOLITAN MANAGEMENT SERVICES4+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $195,545 |
DARREN TURTON4+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $75,020 |
MICHAEL F. YATES & COMPANY, INC.4+ years Filed as: MICHAEL SPILLANCE Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $64,085 |
Service code 10 · EIN 04-3652965 | Accounting | $44,629 |
NOVAK FRANCELLA LLC4+ years Service code 10 · EIN 61-1436956 | Accounting | $41,000 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $29,633 |
THE SEGAL COMPANY4+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $28,000 |
BARNES, IACCARINO & SHEPHERD LLP4+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $19,670 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 06-0839113 | Actuarial | $15,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,627 | $82,546+0.1% | $140,019-41.0% | $75,289+9.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -4.87% | -0.36%-4.5pp | 651.19%-656.1pp | -0.04%-4.8pp |
| Employer contribution / active EE | $4,670 | $3,856+21.1% | $5,605-16.7% | $2,405+94.2% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $251 | $86+192.2% | $10,705-97.7% | $102+144.9% |