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| Provider | Service type | Compensation |
|---|---|---|
PATTI DUBOSQUE1+ years Service code 30 · EIN 22-2708962 | Direct payment from the plan; Recordk... | $43,985 |
JOHN SHALOO1+ years Service code 30 · EIN 22-2708962 | Recordkeeping fees; Direct payment fr... | $37,015 |
NOVAK FRANCELLA LLC1+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $18,268 |
THE MCKEOGH COMPANY1+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $6,500 |
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 | -0.65% | 611.38%-612.0pp | 22.78%-23.4pp | 48.65%-49.3pp |
| Employer contribution / active EE | $3,555 | $2,943+20.8% | $3,574-0.5% | $2,182+63.0% |
| 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% |