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| Provider | Service type | Compensation |
|---|---|---|
MD SASS1+ years Service code 51 · EIN 13-2704843 | Investment Mgmt Fees | $45,411 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO Service code 51 · EIN 13-2951842 | Investment Mgmt Fees | $31,666 |
MSPC1+ years Service code 10 · EIN 22-2951202 340 NORTH AVENUE EAST · CRANFORD, NJ 07066 | Accounting | $18,875 |
METS SCHIRO & MCGOVERN1+ years Service code 29 · EIN 75-3116930 | Legal | $16,424 |
BASIL CASTROVINCI ASSOCIATES INC1+ years Filed as: BASIL CASTROVINCI ASSOC. INC. Service code 11 · EIN 13-2831500 | Actuarial | $15,700 |
BROADWAY VERONA1+ years Filed as: BROADWAY VERONA CORP Service code 99 · EIN 22-2087521 | Other Fees | $13,200 |
RBC WEALTH MANAGEMENT1+ years Service code 28 · EIN 23-2384840 | Investment Management | $6,353 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $900 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,147 | $50,498+36.9% | $75,784-8.8% | $55,191+25.3% |
| Participation rate | 94.6% | 69.4%+25.1pp | 75.8%+18.8pp | 69.2%+25.4pp |
| Annual return | -0.99% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $4,053 | $2,291+76.9% | $3,323+22.0% | $1,899+113.5% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $286 | $123+132.4% | $5,300-94.6% | $91+215.0% |