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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $82,212 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $75,833 |
DAVID ROMANO5 years Filed as: DAVID W. NEW, P.C. Service code 29 · EIN 22-2553368 | Legal | $62,877 |
FRIEDMAN & ANSPACH4 years Service code 29 · EIN 13-3403675 | Legal | $31,246 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL CO (EASTERN STATES), INC. Service code 11 · EIN 13-1835864 | Actuarial | $11,000 |
PREMIER TECHNOLOGY SOLUTIONS2 years Filed as: PREMIER TECHNOLOGY SOLUTIONS INC Service code 16 · EIN 13-3933805 | Consulting | $8,659 |
MR. MICROCHIP2 years Filed as: MR. MICROCHIP SOFTWARE CENTER INC Service code 16 · EIN 59-3084068 | Consulting | $7,578 |
MELAMUD, IRINA2 years Filed as: MELAMUD, IRIMA Service code 10 2383 EAST 14TH STREET -UNIT 1A · BROOKLYN, NY 11229 | Accounting | $7,469 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,397 | $107,624-65.3% | $76,735-51.3% | $103,975-64.0% |
| Participation rate | 93.0% | 70.3%+22.7pp | 69.5%+23.5pp | 72.5%+20.5pp |
| Annual return | 5.31% | 17.70%-12.4pp | 29.77%-24.5pp | 19.41%-14.1pp |
| Employer contribution / active EE | $2,676 | $4,589-41.7% | $2,454+9.0% | $3,722-28.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $4,088-100.0% | $5,343-100.0% |
| Admin fee / account holder | $291 | $271+7.5% | $7,189-96.0% | $332-12.5% |