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| Provider | Service type | Compensation |
|---|---|---|
FIRST LONG ISLAND INVESTORS, LLC2+ years Service code 27 · EIN 11-3443995 | Advisory (Plan) | $307,415 |
Service code 11 · EIN 13-3954297 | Actuarial | $76,207 |
COCHRANE INSURANCE2+ years Service code 22 · EIN 11-2723228 | Insurance Broker | $16,645 |
MATRIX TRUST COMPANY2+ years Service code 21 · EIN 75-3182674 | Bank Trustee | $13,531 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 5.13% | 4.97%+0.2pp | 4.74%+0.4pp | 4.56%+0.6pp |
| Employer contribution / active EE | $25,614 | $17,970+42.5% | $46,220-44.6% | $15,526+65.0% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |