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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $198,293 |
Filed as: DAVID A GERSON CPA & ASSOC PC Service code 10 · EIN 22-3163246 | Accounting | $35,907 |
QUANTELLIGENT SOLUTIONS, LLC3+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $9,288 |
PELLETTIERI, RABSTEIN & ALTMAN3+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $7,658 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | 6.16% | 3.84%+2.3pp | 850.99%-844.8pp | -0.04%+6.2pp |
| Employer contribution / active EE | $8,717 | $3,343+160.8% | $3,631+140.1% | $2,405+262.5% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |