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| Provider | Service type | Compensation |
|---|---|---|
BRUNO, DIBELLO & CO., LLC7+ years Service code 10 · EIN 22-2414251 | Accounting | $16,740 |
ORANSKY SCARAGGI & BORG P.C.7+ years Filed as: ANDREW BORG ESQ. Service code 29 · EIN 22-2221479 | Legal | $14,000 |
Service code 13 · EIN 13-2831500 | Contract Administrator | $13,671 |
Filed as: STONECREST CAPITAL MARKETS INC 56-1 Service code 53 | Insurance Commissions | $9,725 |
ROOFERS LOCAL 107+ years Service code 14 · EIN 22-1446060 | Plan Administrator | $5,796 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $200 |
ALLSPRING1 year Service code 52 · EIN 84-6615098 | Indirect Investment Fees | $0 |
ALLSPRING1 year Filed as: ALLSPRING 84-6615098 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN CENTUTY Service code 52 · EIN 43-1819235 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $64,176-100.0% | $112,249-100.0% | $66,938-100.0% |
| Participation rate | 0.0% | 68.4%-68.4pp | 75.1%-75.1pp | 69.8%-69.8pp |
| Annual return | -3.45% | -13.80%+10.3pp | 27.48%-30.9pp | 1.58%-5.0pp |
| Employer contribution / active EE | $7,650 | $3,007+154.4% | $3,636+110.4% | $2,545+200.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |