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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Plan Administrator | $387,987 |
VIRGINIA & AMBINDER, LLP3+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $31,945 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $20,000 |
RICHARD J. CUMMINGS CPA3+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $19,500 |
Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $15,636 |
SUSANIN WIDMAN & BRENNAN PC3+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $14,000 |
PORTFOLIO EVALUATIONS, INC.3+ years Service code 27 · EIN 22-3189064 SOMERSET HILLS CORPORATE CENTER · WARREN, NJ 07059 | Advisory (Plan) | $5,500 |
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 | $51,876 | $221,442-76.6% | $92,240-43.8% | $77,958-33.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 8.45% | 15.65%-7.2pp | 176.29%-167.8pp | 20.87%-12.4pp |
| Employer contribution / active EE | $4,887 | $3,226+51.5% | $3,680+32.8% | $2,310+111.5% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $147 | $210-29.9% | $5,194-97.2% | $97+51.0% |