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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.5+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $112,498 |
Service code 13 · EIN 22-2383293 | Contract Administrator | $94,903 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $40,810 |
PELLETTIERI, RABSTEIN & ALTMAN5+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $15,241 |
QUANTELLIGENT SOLUTIONS, LLC5+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $9,700 |
LINDABURY, MCCORMICK, ESTABROOK5+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $9,260 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $40 |
AMERICAN CENTURY1 year Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $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 | $101,861 | $81,719+24.6% | $101,275+0.6% | $90,274+12.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.17% | 337.64%-332.5pp | 46.46%-41.3pp | 53.97%-48.8pp |
| Employer contribution / active EE | $5,361 | $3,622+48.0% | $3,660+46.5% | $2,523+112.4% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $91 | $162-43.8% | $5,948-98.5% | $114-20.2% |