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| Provider | Service type | Compensation |
|---|---|---|
ROBERT CHEVERIE1+ years Service code 29 · EIN 06-1335139 | Legal | $28,997 |
MANZI & ASSOCIATES, LLC1+ years Service code 10 · EIN 04-3508036 | Accounting | $24,892 |
ROGER E MAHER1+ years Filed as: ROGER GILL Service code 30 · EIN 04-1149051 | Employee (plan) | $24,769 |
LYNN CERINO1+ years Filed as: LYNN CURTIN Service code 30 · EIN 04-1149051 | Employee (plan) | $18,328 |
DOREEN DOUGLAS1+ years Filed as: DOREEN MOUNT Service code 30 · EIN 04-1149051 | Employee (plan) | $12,639 |
HEATHER ROMERI1+ years Filed as: HEATHER FERULLO Service code 30 · EIN 04-1149051 | Employee (plan) | $5,699 |
SEI INVESTMENTS1+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $5,000 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: NYL RETIREMENT PLAN SERVICES Service code 50 · EIN 13-5582869 | Direct Payment | $20 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,787 | $54,392+57.7% | $84,753+1.2% | $63,975+34.1% |
| Participation rate | 56.7% | 76.9%-20.1pp | 76.6%-19.9pp | 71.1%-14.4pp |
| Annual return | 6.34% | 611.38%-605.0pp | 22.78%-16.4pp | 48.65%-42.3pp |
| Employer contribution / active EE | $4,307 | $2,943+46.3% | $3,574+20.5% | $2,182+97.4% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $126 | $136-7.6% | $5,333-97.6% | $70+78.3% |