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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Plan Administrator | $363,932 |
VIRGINIA & AMBINDER, LLP4+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $42,763 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 570 E YORK STREET · SAVANNAH, GA 31401 | Advisory (Plan) | $30,000 |
RICHARD J. CUMMINGS CPA4+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $20,250 |
SUSANIN WIDMAN & BRENNAN PC4+ years Service code 29 · EIN 23-2265950 656 E SWEDESFORD ROAD SUITE 330 · WAYNE, PA 19087 | Legal | $14,000 |
SCHULTHEIS & PANETTIERI, LLP2 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $13,628 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,312 | $60,396-13.4% | $83,830-37.6% | $75,289-30.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -2.86% | 3.84%-6.7pp | 850.97%-853.8pp | -0.04%-2.8pp |
| Employer contribution / active EE | $5,178 | $3,343+54.9% | $3,631+42.6% | $2,405+115.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $156 | $141+10.5% | $5,479-97.2% | $102+52.5% |