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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 55-0667502 | Other Services | $150,672 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $61,354 |
Service code 13 · EIN 83-1544721 | Contract Administrator | $43,680 |
STANDARD VALUATIONS5+ years Filed as: STANDARD VALUATION Service code 27 · EIN 41-1327339 | Advisory (Plan) | $23,375 |
MCELHANEY & ASSOCIATES, LLC3 years Service code 10 · EIN 38-3806684 | Accounting | $16,000 |
JOHN F. DASCOLI, PLLC5+ years Filed as: JOHN DASCOLI, PLLC Service code 29 · EIN 20-5780253 | Legal | $6,221 |
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 | $55,068 | $88,515-37.8% | $162,185-66.0% | $67,582-18.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 18.36% | 27.04%-8.7pp | 115.61%-97.2pp | 378.57%-360.2pp |
| Employer contribution / active EE | $4,761 | $3,563+33.6% | $5,613-15.2% | $2,148+121.7% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $268 | $124+116.5% | $10,844-97.5% | $142+88.2% |