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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-6374631 | Other Services | $30,182 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $22,700 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 50 · EIN 47-1411118 | Direct Payment | $12,053 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $11,257 |
MANZI & ASSOCIATES, LLC2 years Filed as: MANZI & ASSOCITATES, LLC Service code 10 1855 TURNPIKE STREET · NORTH ANDOVER, MA 01845 | Accounting | $9,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,549 | $81,301-28.0% | $76,119-23.1% | $199,960-70.7% |
| Participation rate | 93.1% | 70.1%+23.1pp | 69.1%+24.1pp | 72.0%+21.1pp |
| Annual return | 27.05% | 16.31%+10.7pp | 361.25%-334.2pp | 34.28%-7.2pp |
| Employer contribution / active EE | $4,473 | $3,352+33.4% | $2,693+66.1% | $3,036+47.4% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,259-100.0% | $5,087-100.0% |
| Admin fee / account holder | $105 | $145-27.5% | $6,421-98.4% | $269-61.0% |