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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.1+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $173,226 |
LINDABURY, MCCORMICK, ESTABROOK1+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $38,589 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $29,278 |
O'BRIEN BELLAND & BUSHINSKY1+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $16,926 |
TIMOTHY R HOTT PC1+ years Filed as: TIMOTHY R. HOTT, PC Service code 29 · EIN 22-2267221 | Legal | $15,267 |
QUANTELLIGENT SOLUTIONS, LLC1+ years Filed as: QUANTELLIGENT Service code 16 · EIN 20-5959585 | Consulting | $9,300 |
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 | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | -0.93% | 611.38%-612.3pp | 22.78%-23.7pp | 48.65%-49.6pp |
| Employer contribution / active EE | $6,912 | $2,943+134.9% | $3,574+93.4% | $2,182+216.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |