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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.2+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $178,898 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $29,077 |
O'BRIEN BELLAND & BUSHINSKY2+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $27,076 |
LINDABURY, MCCORMICK, ESTABROOK2+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $11,630 |
QUANTELLIGENT SOLUTIONS, LLC2+ years Filed as: QUANTELLIGENT Service code 16 · EIN 20-5959585 | Consulting | $9,390 |
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 | $221,442-100.0% | $92,240-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 10.36% | 15.65%-5.3pp | 176.29%-165.9pp | 20.87%-10.5pp |
| Employer contribution / active EE | $6,981 | $3,226+116.4% | $3,680+89.7% | $2,310+202.2% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $210-100.0% | $5,194-100.0% | $97-100.0% |