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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC2+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $240,088 |
KEVIN O'DONNELL2+ years Service code 14 · EIN 11-2428395 | Plan Administrator | $37,424 |
JANE MORRIS2+ years Filed as: JANE CONSTANTINO Service code 14 · EIN 11-2428395 | Plan Administrator | $32,262 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $25,856 |
PROSKAUER ROSE LLP2+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $16,709 |
THE SHORE PRESS1 year Service code 49 · EIN 11-2839530 | Other Services | $15,797 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD, KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 11-3082707 | Accounting | $15,000 |
JACQUELIN SACHER1 year Service code 14 · EIN 11-2428395 | Plan Administrator | $13,607 |
Service code 49 · EIN 94-2856521 | Other Services | $5,047 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,623 | $80,211-85.5% | $74,184-84.3% | $63,975-81.8% |
| Participation rate | 99.9% | 84.2%+15.7pp | 76.6%+23.3pp | 71.1%+28.8pp |
| Annual return | 7.28% | 14.13%-6.8pp | 17.74%-10.5pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,569 | $2,553-38.6% | $2,370-33.8% | $2,182-28.1% |
| Participant deferral / active EE | $415 | $4,370-90.5% | $3,550-88.3% | $3,356-87.7% |
| Admin fee / account holder | $138 | $67+105.3% | $5,586-97.5% | $70+95.9% |