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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $92,873 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 28 · EIN 01-0233346 | Investment Management | $86,030 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $79,703 |
THE LAMBOS FIRM, LLP3 years Service code 29 · EIN 13-3864093 | Legal | $41,712 |
Filed as: MAZZOLA MARDON, P.C. Service code 29 · EIN 13-3330633 | Legal | $40,813 |
CCC SERVICE CORPORATION3 years Service code 13 125 CHUBB AVENUE, SUITE 350NB · LYNDHURST, NJ 07071 | Contract Administrator | $31,250 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $15,000 |
Participant contribution per participant 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 | $19,973 | $102,364-80.5% | $92,985-78.5% | $102,364-80.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 69.5%+30.5pp | 82.9%+17.1pp |
| Annual return | 15.52% | 13.75%+1.8pp | 27.99%-12.5pp | 13.75%+1.8pp |
| Employer contribution / active EE | $5,594 | $3,994+40.1% | $2,662+110.1% | $3,994+40.1% |
| Participant deferral / active EE | $922 | $5,690-83.8% | $4,377-78.9% | $5,690-83.8% |
| Admin fee / account holder | $65 | $214-69.5% | $9,463-99.3% | $214-69.5% |