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| Provider | Service type | Compensation |
|---|---|---|
ALAN BILLER & ASSOCIATES3+ years Filed as: ALAN BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $35,660 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $23,573 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON Service code 28 · EIN 25-6078093 | Investment Management | $23,438 |
S.C. PIPE TRADES ADMIN. CORP.3+ years Service code 14 · EIN 95-4557526 | Plan Administrator | $22,458 |
GILBERT & SACKMAN3+ years Filed as: GILBERT & SACKMAN, A LAW CORP. Service code 29 · EIN 95-2906951 | Legal | $9,022 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $7,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,553 | $55,449+20.0% | $83,850-20.6% | $56,287+18.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 11.36% | -1.38%+12.7pp | 850.92%-839.6pp | -9.96%+21.3pp |
| Employer contribution / active EE | $7,862 | $2,430+223.5% | $3,631+116.5% | $2,111+272.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $413 | $656-37.1% | $5,478-92.5% | $521-20.8% |