Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL SERVICES7+ years Service code 28 · EIN 11-3043712 38 KINGS HIGHWAY · HAUPPAUGE, NY 11788 | Investment Management | $125,840 |
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $119,605 |
COLLERAN, O'HARA & MILLS LLP7+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $19,684 |
GOULD, KOBRICK & SCHLAPP, P.C.7+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $18,500 |
STEPHEN FRIEDMAN7+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $8,400 |
KOBGO ASSOCIATES6 years Service code 10 · EIN 13-2751089 | Accounting | $6,736 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NY 80111 | Recordkeeping 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,831 | $95,918-17.8% | $151,634-48.0% | $77,906+1.2% |
| Participation rate | 97.7% | 88.7%+9.0pp | 87.5%+10.2pp | 73.7%+24.0pp |
| Annual return | -14.11% | -5.50%-8.6pp | 3.32%-17.4pp | 12.16%-26.3pp |
| Employer contribution / active EE | $8,388 | $4,330+93.7% | $6,165+36.0% | $2,846+194.7% |
| Participant deferral / active EE | $541 | $7,508-92.8% | $8,363-93.5% | $4,805-88.7% |
| Admin fee / account holder | $104 | $93+11.3% | $11,614-99.1% | $133-21.7% |