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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL SERVICES6+ years Service code 28 · EIN 11-3043712 38 KINGS HIGHWAY · HAUPPAUGE, NY 11788 | Investment Management | $133,213 |
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $114,987 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $18,679 |
COLLERAN, O'HARA & MILLS LLP6+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $13,951 |
STEPHEN FRIEDMAN6+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $6,000 |
KOBGO ASSOCIATES5 years Service code 10 · EIN 13-2751089 | Accounting | $5,744 |
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 | $92,906 | $118,337-21.5% | $189,534-51.0% | $93,010-0.1% |
| Participation rate | 97.3% | 89.1%+8.2pp | 87.8%+9.5pp | 73.9%+23.4pp |
| Annual return | 7.63% | 21.77%-14.1pp | 555.39%-547.8pp | 158.70%-151.1pp |
| Employer contribution / active EE | $8,097 | $4,204+92.6% | $6,162+31.4% | $2,705+199.3% |
| Participant deferral / active EE | $512 | $7,123-92.8% | $8,220-93.8% | $4,561-88.8% |
| Admin fee / account holder | $110 | $100+10.3% | $12,049-99.1% | $152-27.5% |