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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN BILLER Service code 27 · EIN 94-2854958 | Advisory (Plan) | $39,915 |
Service code 29 · EIN 16-1278314 | Legal | $39,915 |
CARMEN O'NEAL1+ years Service code 30 · EIN 16-1184581 | Employee (plan) | $28,985 |
Filed as: ARCARA ZUCARELLI LENDA & STRAKA CPA Service code 10 · EIN 47-1793720 | Accounting | $22,458 |
JOSEPH W. MCCARTHY & ASSOCIATES1+ years Filed as: JOSEPH MCCARTHY ASSOCIATES Service code 10 · EIN 16-1120588 | Accounting | $6,807 |
MANNING & NAPIER1+ years Service code 52 · EIN 16-0995736 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO GALLIARD Service code 52 · EIN 94-3371778 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,947 | $55,516-35.2% | $75,784-52.6% | $59,188-39.3% |
| Participation rate | 88.6% | 73.6%+15.0pp | 75.8%+12.8pp | 69.4%+19.2pp |
| Annual return | -3.72% | -1.89%-1.8pp | 9.68%-13.4pp | 5.51%-9.2pp |
| Employer contribution / active EE | $1,158 | $2,604-55.5% | $3,323-65.2% | $2,098-44.8% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $184 | $110+67.4% | $5,300-96.5% | $92+99.7% |