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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP1+ years Filed as: GEMGROUP INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $119,870 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Shareholder servi... | $79,910 |
EMPLOYEE FIDUCIARY, LLC1+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $38,564 |
Service code 10 · EIN 23-2586736 | Accounting | $33,824 |
J.A. MARIANO AGENCY1+ years Filed as: J. A MARIANO AGENCY, INC TOTAL Service code 99 609 LANDIS AVE PO BOX 390 · ROSENHAYN, NJ 08352 | Other Fees | $29,291 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $25,879 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 31 WEST 52ND STREET, 23RD FLOOR · NEW TORK, NY 10019 | Investment Management | $24,000 |
Service code 99 · EIN 37-1424586 | Other Fees | $20,216 |
JACOBY DONNER, P.C.1+ years Service code 29 · EIN 23-2220388 | Legal | $19,381 |
KENNEDY PRINTING CO., INC.1+ years Filed as: KENNEDY PRINTING CO. Service code 36 5534 BALTIMORE AVE. · PHILADELPHIA, PA 19143 | Copying and duplicating | $6,048 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,409 | $55,516+23.2% | $75,784-9.7% | $59,188+15.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | -0.22% | -1.89%+1.7pp | 9.68%-9.9pp | 5.51%-5.7pp |
| Employer contribution / active EE | $12,411 | $2,604+376.7% | $3,323+273.4% | $2,098+491.6% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $290 | $110+163.4% | $5,300-94.5% | $92+214.2% |