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| Provider | Service type | Compensation |
|---|---|---|
BATOFF ASSOCIATES, P.A.3+ years Filed as: BATOFF ASSOCIATES Service code 29 · EIN 52-1667847 36 SOUTH CHARLES STREET, SUITE 1510 · BALTIMORE, MD 21201 | Legal | $42,219 |
Filed as: UNITED BANK Service code 19 · EIN 55-0241865 PO BOX 393 · CHARLESTON, WV 25322 | Securities Custodian | $16,723 |
Filed as: RIVERSEDGE ADVAN. RETIRE. SOLUTIONS Service code 50 · EIN 27-1155910 3000 VILLAGE RUN ROAD · WEXFORD, PA 15090 | Direct Payment | $15,641 |
FRANK M. VACCARO & ASSOCIATES3+ years Filed as: FRANK M VACCARO & ASSOCIATES, INC. Service code 13 · EIN 23-2148108 27 ROLAND AVENUE, SUITE 200 · MOUNT LAUREL, NJ 08054 | Contract Administrator | $12,000 |
GRAY, GRIFFITH & MAYS, A.C.2 years Filed as: GRAY GRIFFITH & MAYS A.C. Service code 10 · EIN 55-0621482 707 VIRGINIA ST E · CHARLESTON, WV 25301 | Accounting | $5,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $81,537-100.0% | $149,721-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.1%-87.1pp | 70.7%-70.7pp |
| Annual return | 2.80% | 22.79%-20.0pp | 1501.67%-1498.9pp | 27571.02%-27568.2pp |
| Employer contribution / active EE | $886 | $3,239-72.6% | $5,444-83.7% | $2,032-56.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $11,282-100.0% | $110-100.0% |