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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 | Plan Administrator | $322,287 |
I.E. SHAFFER & CO.6+ years Filed as: I.E.SHAFFER & CO. Service code 13 · EIN 22-1750854 | Contract Administrator | $152,837 |
Filed as: REFRIGERATION& AIR CONDITIONIN Service code 13 · EIN 22-2585171 | Contract Administrator | $133,794 |
O'BRIEN BELLAND & BUSHINSKY6+ years Filed as: O'BRIEN, BELLAND, & BUSHINSKY Service code 29 · EIN 37-1467056 | Legal | $30,226 |
Filed as: DAVID A. GERSON Service code 10 · EIN 22-3163246 | Accounting | $28,276 |
REYNOLDS CONSULTING SERVICES2 years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,750 |
LINDABURY, MCCORMICK, ESTABROOK6+ years Filed as: LINDABURY, MCCORMICK, ESTSBROOK & C Service code 29 · EIN 22-1943351 | Legal | $10,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,443 |
AMERICAN CENTURY2 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,091 | $88,770+74.7% | $109,191+42.0% | $93,010+66.7% |
| Participation rate | 98.6% | 81.5%+17.1pp | 75.9%+22.7pp | 73.9%+24.7pp |
| Annual return | 14.37% | 60.64%-46.3pp | 25.76%-11.4pp | 158.70%-144.3pp |
| Employer contribution / active EE | $5,986 | $3,780+58.4% | $3,723+60.8% | $2,705+121.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $125 | $172-27.3% | $6,756-98.1% | $152-17.4% |