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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 14 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Plan Administrator | $366,547 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $43,750 |
VIRGINIA & AMBINDER, LLP10+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $42,981 |
SCHULTHEIS & PANETTIERI, LLP8 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $27,685 |
RICHARD J. CUMMINGS CPA10+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $23,000 |
SUSANIN WIDMAN & BRENNAN PC10+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $22,279 |
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 | $88,877 | $241,850-63.3% | $102,437-13.2% | $200,096-55.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 8.77% | 17.67%-8.9pp | 24.95%-16.2pp | 34.26%-25.5pp |
| Employer contribution / active EE | $7,460 | $4,253+75.4% | $3,871+92.7% | $3,038+145.6% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $270 | $288-6.2% | $8,388-96.8% | $269+0.3% |