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| Provider | Service type | Compensation |
|---|---|---|
JOHN SHALOO2+ years Service code 30 · EIN 22-2708962 | Employee (plan); Recordkeeping fees; ... | $60,197 |
PATTI DUBOSQUE2+ years Service code 30 · EIN 22-2708962 | Employee (plan); Direct payment from ... | $45,226 |
NOVAK FRANCELLA LLC2+ years Service code 10 · EIN 61-1436956 | Accounting | $34,500 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS SIGMOND PC Service code 29 · EIN 23-2025670 | Legal | $18,868 |
THE MCKEOGH COMPANY2+ years Service code 17 · EIN 23-3003375 | Pension Consulting | $10,000 |
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 | $50,171 | $221,442-77.3% | $92,240-45.6% | $77,958-35.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 9.16% | 15.65%-6.5pp | 176.29%-167.1pp | 20.87%-11.7pp |
| Employer contribution / active EE | $4,212 | $3,226+30.6% | $3,680+14.5% | $2,310+82.3% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $150 | $210-28.5% | $5,194-97.1% | $97+53.9% |