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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL SERVICES8+ years Service code 28 · EIN 11-3043712 38 KINGS HIGHWAY · HAUPPAUGE, NY 11788 | Investment Management | $141,393 |
Service code 15 · EIN 11-6043757 100 CORPORATE DRIVE · HOLTSVILLE, NY 11742 | Recordkeeping | $123,270 |
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $40,784 |
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $18,822 |
SYNTONIC SYSTEMS, INC.7 years Service code 15 · EIN 13-2925049 | Recordkeeping | $7,800 |
STEPHEN FRIEDMAN8+ years Service code 16 · EIN 20-2410530 PO BOX 389 · MATTITUCK, NY 11952 | Consulting | $6,000 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 62 · EIN 84-0467907 8915 EAST ORCHARD ROAD · GREENWOOD VILLAGE, NY 80111 | Recordkeeping fees; Float revenue | $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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,075 | $112,711-17.4% | $170,055-45.3% | $80,187+16.1% |
| Participation rate | 92.3% | 87.4%+4.9pp | 87.0%+5.2pp | 72.9%+19.3pp |
| Annual return | 13.39% | 67.06%-53.7pp | 53.43%-40.0pp | 40.40%-27.0pp |
| Employer contribution / active EE | $8,142 | $4,488+81.4% | $6,790+19.9% | $2,980+173.3% |
| Participant deferral / active EE | $498 | $7,861-93.7% | $10,410-95.2% | $5,016-90.1% |
| Admin fee / account holder | $115 | $99+15.8% | $12,828-99.1% | $145-20.6% |