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| Provider | Service type | Compensation |
|---|---|---|
CHERNOFF DIAMOND & CO., LLC4+ years Service code 15 · EIN 11-2836994 | Recordkeeping | $213,673 |
KEVIN O'DONNELL4+ years Service code 14 · EIN 11-2428395 | Plan Administrator | $40,265 |
JANE MORRIS1 year Filed as: JANE COSTANTINO Service code 14 · EIN 11-2428395 | Plan Administrator | $24,960 |
PROSKAUER ROSE LLP4+ years Filed as: PROSKAUER Service code 29 · EIN 13-1840454 | Legal | $19,715 |
Filed as: GOULD, KOBRICK AND SCHLAPP, P.C. Service code 10 · EIN 11-3082707 | Accounting | $15,000 |
JACQUELIN SACHER3 years Service code 14 · EIN 11-2428395 | Plan Administrator | $14,671 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,444 |
Filed as: AMERICAN ALLIANCE CONF, LTD Service code 70 · EIN 04-3726599 | Consulting Fees | $8,598 |
ERIC J. FERNANDEZ & CO.1 year Filed as: ERIC JONES Service code 14 · EIN 11-2428395 | Plan Administrator | $6,891 |
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 | $13,159 | $78,852-83.3% | $76,767-82.9% | $75,289-82.5% |
| Participation rate | 99.8% | 85.0%+14.8pp | 77.0%+22.9pp | 72.4%+27.4pp |
| Annual return | -4.90% | -1.29%-3.6pp | 2.43%-7.3pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,731 | $2,794-38.1% | $2,485-30.3% | $2,405-28.0% |
| Participant deferral / active EE | $489 | $4,800-89.8% | $3,852-87.3% | $3,739-86.9% |
| Admin fee / account holder | $131 | $79+65.9% | $6,675-98.0% | $102+28.1% |