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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $145,445 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 | Accounting | $44,757 |
QUANTELLIGENT SOLUTIONS, LLC2+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $9,288 |
PELLETTIERI, RABSTEIN & ALTMAN2+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $7,236 |
LINDABURY, MCCORMICK, ESTABROOK2+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $5,391 |
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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 6.93% | 15.65%-8.7pp | 176.29%-169.4pp | 20.87%-13.9pp |
| Employer contribution / active EE | $8,702 | $3,226+169.8% | $3,680+136.5% | $2,310+276.6% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |