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| Provider | Service type | Compensation |
|---|---|---|
ALLIED INTERNATIONAL UNION7 years Service code 50 · EIN 11-2633484 332 WILLIS AVE · MINEOLA, NY 11501 | Direct Payment | $16,400 |
FEDERATION PENSION BUREAU10+ years Service code 11 · EIN 13-1787163 2870 HEMPSTEAD TKP SUITE 102 · LEVITTOWN, NY 11756 | Actuarial | $13,200 |
Filed as: BARNES IACCARINO & SHEPHERD LLP Service code 29 · EIN 26-3858697 3 SURRY LANE · HEMPSTEAD, NY 11550 | Legal | $9,000 |
ROCCO J. RICCIARDI, CPA10+ years Service code 10 · EIN 13-2906754 100 QUENTIN ROOSEVELT BLVD · GARDEN CITY, NY 11530 | Accounting | $9,000 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD · HICKSVILLE, NY 11801 | Advisory (Plan) | $8,500 |
Filed as: GOULD KOBRICK & SCHLAPP Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE 7TH FL · NEW YORK, NY 10016 | Accounting | $7,000 |
Filed as: AVANTAX ADVISORY SERVICES Service code 28 585 STEWART AVE · GARDEN CITY, NY 11530 | Investment Management | $6,930 |
DAVID GREENWALD, ESQ. PLLC7 years Service code 29 · EIN 47-1236398 1407 BROADWAY 28TH FLOOR · NEW YORK, NY 10018 | Legal | $6,750 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $290,873-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 11.0%-11.0pp |
| Annual return | 10.60% | 9.01%+1.6pp | 7.19%+3.4pp | 8.21%+2.4pp |
| Employer contribution / active EE | $1,125 | $12,511-91.0% | $35,860-96.9% | $13,837-91.9% |
| Participant deferral / active EE | $0 | $107-100.0% | $162-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,724-100.0% | $1,652-100.0% |