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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 55-0667502 | Plan Administrator | $93,224 |
Service code 64 · EIN 55-0463652 | Recordkeeping Fees | $74,151 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $26,306 |
JOHN F. DASCOLI, PLLC1+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $24,212 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATION Service code 28 · EIN 41-1327339 | Investment Management | $20,600 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON KOZICKI & GWYNN, PLLC Service code 10 · EIN 55-0526247 | Accounting | $14,300 |
ESTABROOK CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 20-0232649 | Investment Management | $10,776 |
ASB CAPITAL MANAGEMENT1+ years Service code 19 · EIN 52-2288019 | Securities Custodian | $9,896 |
GLESSNER & ASSOCIATES1+ years Service code 10 · EIN 55-0761732 | Accounting | $7,084 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $6,276 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,708 | $68,413-52.2% | $123,105-73.4% | $55,191-40.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -2.68% | 6.30%-9.0pp | 13.22%-15.9pp | 10.78%-13.5pp |
| Employer contribution / active EE | $5,076 | $3,050+66.4% | $5,151-1.5% | $1,899+167.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $274 | $88+211.8% | $9,014-97.0% | $91+201.6% |