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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $117,307 |
FIRST FINANCIAL SERVICES5+ years Service code 28 · EIN 11-3043712 38 KINGS HIGHWAY · HAUPPAUGE, NY 11788 | Investment Management | $113,322 |
COLLERAN, O'HARA & MILLS LLP5+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $20,222 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $13,500 |
KOBGO ASSOCIATES4 years Service code 10 · EIN 13-2751089 | Accounting | $7,760 |
STEPHEN FRIEDMAN5+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $7,600 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,823 | $110,699-21.6% | $177,839-51.2% | $90,274-3.8% |
| Participation rate | 97.1% | 88.3%+8.8pp | 87.7%+9.4pp | 73.4%+23.8pp |
| Annual return | 12.41% | 22.79%-10.4pp | 48.33%-35.9pp | 53.97%-41.6pp |
| Employer contribution / active EE | $9,269 | $4,118+125.1% | $5,919+56.6% | $2,523+267.3% |
| Participant deferral / active EE | $462 | $6,731-93.1% | $7,714-94.0% | $4,231-89.1% |
| Admin fee / account holder | $119 | $90+32.2% | $12,432-99.0% | $114+4.3% |