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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $58,057 |
FIRST FINANCIAL SERVICES3+ years Service code 28 · EIN 11-3043712 38 KINGS HIGHWAY · HAUPPAUGE, NY 11788 | Investment Management | $53,361 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $13,500 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $9,942 |
KOBGO ASSOCIATES2 years Service code 10 · EIN 13-2751089 | Accounting | $7,112 |
STEPHEN FRIEDMAN3+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $5,174 |
Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,422 | $82,546-20.7% | $140,019-53.3% | $75,289-13.1% |
| Participation rate | 97.1% | 88.4%+8.7pp | 87.5%+9.6pp | 72.4%+24.6pp |
| Annual return | -5.10% | -0.36%-4.7pp | 651.19%-656.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $4,929 | $3,856+27.8% | $5,605-12.1% | $2,405+104.9% |
| Participant deferral / active EE | $116 | $5,731-98.0% | $6,927-98.3% | $3,739-96.9% |
| Admin fee / account holder | $59 | $86-30.9% | $10,705-99.4% | $102-42.1% |