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| Provider | Service type | Compensation |
|---|---|---|
JAMES A. REICHERT3 years Filed as: JAMES LUKEMAN Service code 30 · EIN 02-6026500 | Direct payment from the plan; Employe... | $101,888 |
DSF ADVISORS LLC4 years Filed as: DSF ADVISORS, LLC Service code 28 · EIN 51-0403581 | Investment Management | $79,500 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $25,600 |
PENSION FUND EVALUATIONS, INC.5+ years Service code 27 · EIN 11-2503982 | Advisory (Plan) | $24,500 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $23,098 |
ATALANTA SOSNOFF3 years Service code 28 · EIN 20-0461050 | Investment Management | $21,009 |
KRAKOW & SOURIS3 years Filed as: KRAKOW, SOURIS, & LANDRY LLC Service code 29 · EIN 04-3363718 | Legal | $16,327 |
MR. MICROCHIP2 years Service code 15 1975 HEMPSTEAD TPKE, SUITE 406 · EAST MEADOW, NY 11554 | Recordkeeping | $10,541 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 5.66% | 6.95%-1.3pp | 8.01%-2.4pp | 627.08%-621.4pp |
| Employer contribution / active EE | $11,064 | $11,635-4.9% | $29,475-62.5% | $18,824-41.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |