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| Provider | Service type | Compensation |
|---|---|---|
KAREN MEIFERT2+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $89,985 |
FRANCZEK RADELET P.C.2+ years Filed as: FRANCZEK & RADELET Service code 29 · EIN 36-3924177 | Legal | $60,836 |
JOHNSTON, DRAGON & ASSOCIATES2+ years Filed as: JOHNSTON, DRAGON, & ASSOCIATES Service code 27 · EIN 22-2925793 | Advisory (Plan) | $45,000 |
GREGORIO MARCO2+ years Service code 29 · EIN 36-4028033 | Legal | $34,448 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $32,223 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $25,967 |
Filed as: RICHARD WOLF & CO Service code 10 · EIN 36-3182363 | Accounting | $6,931 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,882 |
EFL ASSOCIATES1 year Service code 49 · EIN 31-1582098 | Other Services | $6,060 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $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 | $125,021 | $221,442-43.5% | $92,240+35.5% | $77,958+60.4% |
| Participation rate | 98.9% | 79.6%+19.3pp | 76.5%+22.4pp | 71.6%+27.2pp |
| Annual return | 10.65% | 15.65%-5.0pp | 176.29%-165.6pp | 20.87%-10.2pp |
| Employer contribution / active EE | $11,911 | $3,226+269.2% | $3,680+223.7% | $2,310+415.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $157 | $210-25.2% | $5,194-97.0% | $97+61.1% |