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| Provider | Service type | Compensation |
|---|---|---|
E.I.S.B., INC.4+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $240,876 |
ALAN BILLER & ASSOCIATES4+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $43,333 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $28,430 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $24,600 |
DAVID CRUTCHER4+ years Service code 29 · EIN 20-3194050 | Legal | $21,714 |
LEONARD CARDER, LLP3 years Filed as: LEONARD CARDER LLP Service code 29 · EIN 94-2819269 | Legal | $5,231 |
Filed as: FIDELITY INVEST INST OPER CO INC Service code 60 | Sub-TA Fees | $0 |
Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $60,396-100.0% | $83,831-100.0% | $75,289-100.0% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -4.18% | 3.84%-8.0pp | 850.99%-855.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $5,376 | $3,343+60.8% | $3,631+48.0% | $2,405+123.5% |
| Participant deferral / active EE | $5,189 | $2,922+77.6% | $4,082+27.1% | $3,739+38.8% |
| Admin fee / account holder | $0 | $141-100.0% | $5,479-100.0% | $102-100.0% |