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| Provider | Service type | Compensation |
|---|---|---|
FIRST LONG ISLAND INVESTORS, LLC1+ years Service code 27 · EIN 11-3443995 | Advisory (Plan) | $190,282 |
COCHRANE INSURANCE1+ years Service code 22 · EIN 11-2723228 | Insurance Broker | $16,645 |
WILMINGTON TRUST1+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $10,043 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | 2.09% | -1.30%+3.4pp | -1.68%+3.8pp | -7.14%+9.2pp |
| Employer contribution / active EE | $24,604 | $17,978+36.9% | $44,959-45.3% | $14,613+68.4% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |