Filed April 15, 2024
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $168,876 |
LIFETIME BENEFIT SOLUTIONS1+ years Filed as: LIFETIME BENEFIT SOLUTIONS, INC. Service code 13 · EIN 16-1171765 | Contract Administrator | $150,890 |
SLEVIN & HART, P.C.1+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $67,654 |
KRISTIN OWEN1+ years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $62,275 |
BENESYS, INC.1+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $28,451 |
DEANNA AMODIO1+ years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $10,827 |
PETER DECARLO CPA, PLLC1+ years Service code 10 · EIN 51-0545975 | Accounting | $9,000 |
PHIL BRUZZESE1+ years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $7,595 |
ANDREA GABALDON1+ years Filed as: ANDREA GOLDBERGER Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $6,935 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,421 | $31,810-64.1% | $64,105-82.2% | $59,188-80.7% |
| Participation rate | 88.3% | 57.7%+30.6pp | 68.2%+20.1pp | 69.4%+18.9pp |
| Annual return | -1.80% | 9.41%-11.2pp | 791.24%-793.0pp | 5.51%-7.3pp |
| Employer contribution / active EE | $445 | $659-32.6% | $1,820-75.6% | $2,098-78.8% |
| Participant deferral / active EE | $548 | $1,582-65.4% | $2,822-80.6% | $3,265-83.2% |
| Admin fee / account holder | $134 | $57+134.9% | $4,499-97.0% | $92+44.9% |