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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $172,751 |
FIRST FINANCIAL SERVICES9+ years Service code 28 · EIN 11-3043712 | Investment Management | $165,285 |
COLLERAN, O'HARA & MILLS LLP9+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $30,955 |
GOULD, KOBRICK & SCHLAPP, P.C.9+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $19,500 |
KOBGO ASSOCIATES1 year Filed as: KOBGO ASSOCIATES, INC Service code 30 · EIN 13-2751089 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Employee (plan) | $11,574 |
SYNTONIC SYSTEMS, INC.8 years Service code 15 · EIN 13-2925049 | Recordkeeping | $7,800 |
STEPHEN FRIEDMAN9+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $6,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,864 | $241,850-57.1% | $102,437+1.4% | $200,096-48.1% |
| Participation rate | 90.4% | 78.3%+12.1pp | 74.5%+15.9pp | 72.0%+18.4pp |
| Annual return | 9.95% | 17.67%-7.7pp | 24.95%-15.0pp | 34.26%-24.3pp |
| Employer contribution / active EE | $8,454 | $4,253+98.8% | $3,871+118.4% | $3,038+178.3% |
| Participant deferral / active EE | $550 | $3,961-86.1% | $5,060-89.1% | $5,090-89.2% |
| Admin fee / account holder | $138 | $288-52.0% | $8,388-98.4% | $269-48.7% |