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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $326,035 |
GEMGROUP2+ years Filed as: GEMGROUP INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $124,596 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $72,000 |
CLEARY, JOSEM & TRIGIANI LLP2+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $48,606 |
EMPLOYEE FIDUCIARY, LLC2+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $39,792 |
Service code 10 · EIN 23-2586736 | Accounting | $34,976 |
J.A. MARIANO AGENCY2+ years Filed as: J. A MARIANO AGENCY, INC TOTAL Service code 22 609 LANDIS AVE PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $29,405 |
Service code 99 · EIN 37-1424586 | Other Fees | $22,980 |
JACOBY DONNER, P.C.2+ years Service code 29 · EIN 23-2220388 | Legal | $15,400 |
Service code 11 1845 WALNUT STREET, 14TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $9,630 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,672 | $54,392+26.3% | $84,753-19.0% | $63,975+7.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 5.54% | 611.38%-605.8pp | 22.78%-17.2pp | 48.65%-43.1pp |
| Employer contribution / active EE | $12,182 | $2,943+313.9% | $3,574+240.8% | $2,182+458.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $298 | $136+119.4% | $5,333-94.4% | $70+323.1% |