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| Provider | Service type | Compensation |
|---|---|---|
MILESTONE CONSULTANTS7 years Service code 27 · EIN 47-2374702 PO BOX 312 · WHITNEY POINT, NY 13862 | Advisory (Plan) | $19,649 |
Filed as: RIMKUS MARCIANO AND ASSOCIATES, INC Service code 15 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Recordkeeping | $9,175 |
NATIONWIDE7 years Filed as: NATIONWIDE TRUST COMPANY Service code 64 · EIN 31-4156830 ONE HATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $974 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 82 DEVENSHIRE STREET · BOSTON, MA 02110 | Recordkeeping Fees | $785 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,358 | $60,261-46.3% | $81,783-60.4% | $74,546-56.6% |
| Participation rate | 73.6% | 62.9%+10.7pp | 72.4%+1.2pp | 67.2%+6.3pp |
| Annual return | 13.45% | 16.88%-3.4pp | 775.05%-761.6pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,504 | $2,622-42.6% | $2,913-48.4% | $2,624-42.7% |
| Participant deferral / active EE | $1,659 | $3,388-51.0% | $4,320-61.6% | $4,347-61.8% |
| Admin fee / account holder | $126 | $1,482-91.5% | $7,380-98.3% | $1,944-93.5% |