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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.4+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $197,582 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $34,964 |
O'BRIEN BELLAND & BUSHINSKY4+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $31,591 |
QUANTELLIGENT SOLUTIONS, LLC4+ years Filed as: QUANTELLIGENT Service code 16 · EIN 20-5959585 | Consulting | $23,561 |
LINDABURY, MCCORMICK, ESTABROOK4+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $11,632 |
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 | $66,051-100.0% | $92,916-100.0% | $77,775-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 2.48% | 20.69%-18.2pp | 109.45%-107.0pp | 32.58%-30.1pp |
| Employer contribution / active EE | $6,891 | $3,426+101.2% | $3,654+88.6% | $2,504+175.2% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,796-100.0% | $100-100.0% |