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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL SERVICES4+ years Service code 28 · EIN 11-3043712 38 KINGS HIGHWAY · HAUPPAUGE, NY 11788 | Investment Management | $106,311 |
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $105,922 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $19,581 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ 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 |
KOBGO ASSOCIATES3 years Service code 10 · EIN 13-2751089 | Accounting | $10,520 |
STEPHEN FRIEDMAN4+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $6,000 |
Service code 52 | Indirect Investment Fees | $0 |
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).
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 | $82,211 | $95,776-14.2% | $162,185-49.3% | $77,775+5.7% |
| Participation rate | 97.1% | 88.6%+8.4pp | 87.6%+9.5pp | 73.2%+23.9pp |
| Annual return | 16.54% | 37.03%-20.5pp | 115.61%-99.1pp | 32.58%-16.0pp |
| Employer contribution / active EE | $8,741 | $3,874+125.7% | $5,613+55.7% | $2,504+249.1% |
| Participant deferral / active EE | $524 | $6,125-91.4% | $7,297-92.8% | $3,966-86.8% |
| Admin fee / account holder | $109 | $88+24.0% | $10,844-99.0% | $100+8.7% |