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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,234,895 |
COLLEEN BRINDISI2 years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $170,446 |
Service code 10 · EIN 04-3652965 | Accounting | $89,371 |
DARREN TURTON8+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $75,513 |
Filed as: FRANK GREENBERG Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $40,102 |
NOVAK FRANCELLA LLC8+ years Service code 10 · EIN 61-1436956 | Accounting | $40,000 |
Filed as: STARFIRE PRINTING Service code 36 751 COATES AVE N 31 · HOLBROOK, NY 11741 | Copying and duplicating; Direct payme... | $37,696 |
GAIL MILLS1 year Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $31,551 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 06-0839113 | Actuarial | $29,940 |
BARNES, IACCARINO & SHEPHERD LLP8+ years Filed as: BARNES,IACCARINO,& SHEPHERD LLC Service code 29 · EIN 43-1995226 | Legal | $28,177 |
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 | $93,028 | $76,774+21.2% | $112,249-17.1% | $77,906+19.4% |
| Participation rate | 88.8% | 80.2%+8.6pp | 75.1%+13.7pp | 73.7%+15.1pp |
| Annual return | -15.71% | -10.25%-5.5pp | 27.48%-43.2pp | 12.16%-27.9pp |
| Employer contribution / active EE | $4,931 | $3,977+24.0% | $3,636+35.6% | $2,846+73.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $445 | $239+86.2% | $6,412-93.1% | $133+235.6% |