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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $130,101 |
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 14 · EIN 38-2383171 | Plan Administrator | $31,478 |
ANDCO CONSULTING3+ years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $20,000 |
WHITINGER & COMPANY LLC3+ years Service code 10 · EIN 35-0905017 | Accounting | $18,375 |
ASHER KELLY1 year Filed as: ASHERKELLY Service code 29 · EIN 84-3379113 | Legal | $17,644 |
Service code 38 · EIN 35-1776725 | Participant Communication | $10,536 |
MID ATLANTIC CAPITAL CORPORATION3+ years Service code 33 · EIN 25-1409618 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,772 | $91,517-46.7% | $101,271-51.8% | $73,412-33.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.60% | 17.17%-9.6pp | 46.48%-38.9pp | 59.30%-51.7pp |
| Employer contribution / active EE | $1,837 | $2,877-36.1% | $3,660-49.8% | $2,234-17.7% |
| Participant deferral / active EE | $517 | $3,338-84.5% | $4,371-88.2% | $3,806-86.4% |
| Admin fee / account holder | $278 | $216+29.0% | $5,948-95.3% | $158+76.4% |