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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 04-2647786 100 SALEM ST · SMITHFIELD, RI 02917 | Plan Administrator | $325,095 |
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, LLP9+ years Service code 29 · EIN 13-4166736 40 BROAD STREET 7TH FLOOR · NEW YORK, NY 10004 | Legal | $30,911 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANATTIERI LLP Service code 10 · EIN 13-1577780 210 MARCUS BOULEVARD · HAUPPAUGE, NY 11788 | Accounting | $25,428 |
RICHARD J. CUMMINGS CPA9+ years Service code 10 · EIN 22-3346148 11 STATE ST · HACKENSACK, NJ 07601 | Accounting | $22,000 |
SUSANIN WIDMAN & BRENNAN PC9+ years Service code 29 · EIN 23-2265950 1001 OLD CASSATT ROAD SUITE 306 · BERWYN, PA 19312 | Legal | $20,051 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,749 | $88,479-7.6% | $96,520-15.3% | $80,149+2.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 11.27% | 22.53%-11.3pp | 35.72%-24.4pp | 40.39%-29.1pp |
| Employer contribution / active EE | $7,072 | $4,177+69.3% | $3,739+89.2% | $2,977+137.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,879-100.0% | $5,015-100.0% |
| Admin fee / account holder | $245 | $211+16.0% | $6,733-96.4% | $145+69.3% |