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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 37 · EIN 04-2647786 | Loan Processing | $1,559,385 |
DARREN TURTON11+ years Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $144,417 |
Service code 10 · EIN 04-3652965 | Accounting | $97,896 |
COURTNEY MUNCH1 year Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $55,634 |
COLLEEN BRINDISI5 years Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $55,292 |
DONNA OWENS1 year Service code 30 · EIN 13-6595417 | Employee (plan); Direct payment from ... | $49,249 |
NOVAK FRANCELLA LLC11+ years Service code 10 · EIN 61-1436956 | Accounting | $44,000 |
GAIL MILLS4 years Filed as: GAIL DISALVO Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $35,666 |
MARIE SCATURRO1 year Service code 30 · EIN 13-6595417 | Direct payment from the plan; Employe... | $34,385 |
THE SEGAL COMPANY11+ years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $29,375 |
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 | $122,283 | $105,028+16.4% | $107,187+14.1% | $100,573+21.6% |
| Participation rate | 96.9% | 81.2%+15.7pp | 75.0%+21.9pp | 70.9%+26.0pp |
| Annual return | 15.85% | 10.61%+5.2pp | 204.55%-188.7pp | 18.89%-3.0pp |
| Employer contribution / active EE | $6,088 | $5,641+7.9% | $3,782+61.0% | $3,763+61.8% |
| Participant deferral / active EE | $0 | $2,685-100.0% | $5,096-100.0% | $4,921-100.0% |
| Admin fee / account holder | $509 | $355+43.6% | $9,162-94.4% | $454+12.2% |