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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $906,962 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS,INC Service code 13 401 LIBERTY AVENUE, STE 1200 · PITTSBURGH, PA 15222 | Contract Administrator | $134,544 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY WEALTH MGMT Service code 28 522 5TH AVENUE, 11TH FLOOR · NEW YORK, NY 10036 | Investment Management | $72,000 |
Service code 10 · EIN 23-2586736 | Accounting | $51,322 |
CLEARY, JOSEM & TRIGIANI LLP4+ years Filed as: CLEARY & JOSEM LLP Service code 29 · EIN 23-2657967 | Legal | $47,153 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-2004424 | Employee (plan) | $42,204 |
Service code 99 · EIN 37-1424586 | Other Fees | $20,991 |
KANG HAGGERTY & FETBROYT2 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $15,780 |
Filed as: D&W TECHNOLOGIES Service code 49 13 BRECKENRIDGE DR · SICKLERVILLE, NJ 08081 | Other Services | $5,179 |
J.A. MARIANO AGENCY4+ years Filed as: J. A MARIANO AGENCY, INC TOTAL Service code 22 609 LANDIS AVE PO BOX 390 · ROSENHAYN, NJ 08352 | Insurance Broker | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,020 | $60,396+19.2% | $83,831-14.1% | $75,289-4.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -3.85% | 3.84%-7.7pp | 850.99%-854.8pp | -0.04%-3.8pp |
| Employer contribution / active EE | $11,672 | $3,343+249.1% | $3,631+221.4% | $2,405+385.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $244 | $141+72.9% | $5,479-95.5% | $102+138.6% |