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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.7+ years Filed as: IE SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $127,024 |
Service code 13 · EIN 22-2383293 | Contract Administrator | $91,640 |
Filed as: GERSON & ASSOCIATES CPAS AND ADV PC Service code 10 · EIN 22-3163246 | Accounting | $39,127 |
PELLETTIERI, RABSTEIN & ALTMAN7+ years Filed as: PELLETTIERI, RABSTEIN, & ALTMAN Service code 29 · EIN 21-0533765 | Legal | $31,689 |
LINDABURY, MCCORMICK, ESTABROOK7+ years Filed as: LINDABURY, MCCORMICK, ESTABROOK, CO Service code 29 · EIN 22-1943351 | Legal | $14,005 |
QUANTELLIGENT SOLUTIONS, LLC7+ years Service code 27 · EIN 22-2839120 | Advisory (Plan) | $10,725 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $275 |
AMERICAN CENTURY3 years Service code 52 · EIN 04-6056833 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK3 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 | $113,244 | $76,774+47.5% | $112,270+0.9% | $77,906+45.4% |
| Participation rate | 95.9% | 80.2%+15.7pp | 75.1%+20.8pp | 73.7%+22.2pp |
| Annual return | -5.44% | -10.25%+4.8pp | 27.49%-32.9pp | 12.16%-17.6pp |
| Employer contribution / active EE | $6,358 | $3,977+59.9% | $3,635+74.9% | $2,846+123.4% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,729-100.0% | $4,805-100.0% |
| Admin fee / account holder | $123 | $239-48.6% | $6,411-98.1% | $133-7.4% |