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| Provider | Service type | Compensation |
|---|---|---|
REYNOLDS CONSULTING SERVICES1+ years Filed as: THOMAS P. REYNOLDS Service code 27 · EIN 11-2558102 | Advisory (Plan) | $40,000 |
KARLEEN O NEILL1+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $34,557 |
MANFRE CPA P.C.1+ years Service code 10 · EIN 61-1632657 | Accounting | $33,998 |
VIRGINIA & AMBINDER, LLP1+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $20,352 |
STEFANIA GENTILE1+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $19,424 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $14,181 |
JOSPEH R. PAGANO, P.A.1+ years Filed as: JOSEPH R. PAGANO, P.A. Service code 29 · EIN 22-2219660 | Legal | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,777 | $68,413+32.7% | $123,105-26.3% | $55,191+64.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 1.01% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $10,993 | $3,050+260.4% | $5,151+113.4% | $1,899+479.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $562 | $88+539.7% | $9,014-93.8% | $91+518.8% |