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| Provider | Service type | Compensation |
|---|---|---|
KAREN MEIFERT6+ years Service code 30 · EIN 20-5002115 | Employee (plan) | $107,014 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,231 |
LEGACY PROFESSIONALS LLP6+ years Service code 10 · EIN 32-0043599 | Accounting | $47,014 |
MARQUETTE ASSOCIATES3 years Filed as: MARQUETTE ASSOCIATES, INC Service code 27 · EIN 36-3485298 | Advisory (Plan) | $40,000 |
GREGORIO MARCO6+ years Service code 29 · EIN 36-4028033 | Legal | $36,235 |
Filed as: FIDELITY INVESTMENTS INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | $14,582 |
BASYS3 years Filed as: BASYS, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $13,786 |
RICHARD J. WOLF & COMPANY5 years Filed as: RICHARD WOLF & CO Service code 10 · EIN 36-3182363 | Accounting | $11,448 |
NTIVA, INC1 year Filed as: NTIVA, INC. Service code 15 · EIN 20-2106015 | Recordkeeping | $8,289 |
THE SEGAL COMPANY6+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 53 · EIN 46-0619194 | Insurance Commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,588 | $88,770+123.7% | $109,191+81.9% | $93,010+113.5% |
| Participation rate | 99.9% | 81.5%+18.4pp | 75.9%+24.0pp | 73.9%+26.0pp |
| Annual return | 26.05% | 60.64%-34.6pp | 25.76%+0.3pp | 158.70%-132.7pp |
| Employer contribution / active EE | $14,681 | $3,780+288.4% | $3,723+294.3% | $2,705+442.7% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $190 | $172+10.4% | $6,756-97.2% | $152+25.4% |