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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC3+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $221,632 |
KEVIN O'DONNELL3+ years Service code 14 · EIN 11-2428395 | Plan Administrator | $39,340 |
JANE MORRIS3+ years Filed as: JANE CONSTANTINO Service code 14 · EIN 11-2428395 | Plan Administrator | $29,640 |
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $16,310 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD, KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 11-3082707 | Accounting | $15,000 |
JACQUELIN SACHER2 years Service code 14 · EIN 11-2428395 | Plan Administrator | $14,144 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,907 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $13,844 | $88,730-84.4% | $82,312-83.2% | $77,958-82.2% |
| Participation rate | 99.8% | 84.5%+15.3pp | 76.9%+23.0pp | 71.6%+28.2pp |
| Annual return | 14.17% | 20.88%-6.7pp | 25.88%-11.7pp | 20.87%-6.7pp |
| Employer contribution / active EE | $1,682 | $2,758-39.0% | $2,428-30.8% | $2,310-27.2% |
| Participant deferral / active EE | $438 | $4,634-90.6% | $3,706-88.2% | $3,537-87.6% |
| Admin fee / account holder | $139 | $74+88.2% | $5,608-97.5% | $97+43.0% |