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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $689,993 |
Service code 10 · EIN 04-3652965 | Accounting | $142,277 |
METROPOLITAN MANAGEMENT SERVICES7+ years Service code 13 · EIN 45-3845437 | Contract Administrator | $105,720 |
COLLEEN BRINDISI1 year Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $91,686 |
DARREN TURTON7+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $68,210 |
Filed as: MICHAEL SPILLANE Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $46,993 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
BARNES, IACCARINO & SHEPHERD LLP7+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $35,232 |
THE SEGAL COMPANY7+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,333 |
Filed as: MARSHALL & MOSS,LLC Service code 10 · EIN 11-3360166 | Accounting | $19,345 |
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 | $116,703 | $88,770+31.5% | $109,191+6.9% | $93,010+25.5% |
| Participation rate | 88.9% | 81.5%+7.4pp | 75.9%+13.0pp | 73.9%+15.0pp |
| Annual return | 12.55% | 60.64%-48.1pp | 25.76%-13.2pp | 158.70%-146.2pp |
| Employer contribution / active EE | $4,237 | $3,780+12.1% | $3,723+13.8% | $2,705+56.6% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $338 | $172+95.9% | $6,756-95.0% | $152+122.6% |