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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 | $60,504-46.5% | $81,882-60.5% | $74,478-56.6% |
| Participation rate | 73.6% | 62.9%+10.6pp | 72.4%+1.2pp | 67.2%+6.3pp |
| Annual return | 13.45% | 16.91%-3.5pp | 779.47%-766.0pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,504 | $2,627-42.7% | $2,916-48.4% | $2,626-42.7% |
| Participant deferral / active EE | $1,659 | $3,400-51.2% | $4,323-61.6% | $4,350-61.9% |
| Admin fee / account holder | $126 | $1,492-91.5% | $7,360-98.3% | $1,946-93.5% |