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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 22-2383293 | Contract Administrator | $94,010 |
I.E. SHAFFER & CO.6+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $90,187 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $40,155 |
PELLETTIERI, RABSTEIN & ALTMAN6+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $22,851 |
QUANTELLIGENT SOLUTIONS, LLC6+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $9,700 |
LINDABURY, MCCORMICK, ESTABROOK6+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $5,954 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $155 |
AMERICAN CENTURY2 years Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK2 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,444 | $88,770+35.7% | $109,191+10.3% | $93,010+29.5% |
| Participation rate | 96.5% | 81.5%+15.0pp | 75.9%+20.6pp | 73.9%+22.6pp |
| Annual return | 12.84% | 60.64%-47.8pp | 25.76%-12.9pp | 158.70%-145.9pp |
| Employer contribution / active EE | $5,073 | $3,780+34.2% | $3,723+36.3% | $2,705+87.5% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $91 | $172-47.3% | $6,756-98.7% | $152-40.2% |