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| Provider | Service type | Compensation |
|---|---|---|
ISRAEL GELMAN2+ years Service code 14 · EIN 11-3237992 31-36 88TH STREET · JACKSON HEIGHTS, NY 11369 | Plan Administrator | $19,400 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 200 PARK AVENUE 13TH FLOOR · NY, NY 10166 | Advisory (Participants) | $19,209 |
MLF CONSULTING GROUP INC2+ years Service code 11 · EIN 04-3629856 181 SOUTH FRANKLIN AVE SUITE 202 · VALLEY STREAM, NY 11581 | Actuarial | $11,250 |
PROSKY AND ROSENFELD LLP2+ years Service code 10 · EIN 11-3017105 300 GARDEN CITY PLAZA SUITE 148 · GARDEN CITY, NY 11530 | Accounting | $8,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,057 | $57,976-63.7% | $63,018-66.6% | $62,293-66.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 5.35% | 17.54%-12.2pp | 87.62%-82.3pp | 28.90%-23.5pp |
| Employer contribution / active EE | $5,158 | $2,415+113.6% | $2,761+86.8% | $2,042+152.6% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $270 | $276-2.0% | $3,601-92.5% | $479-43.6% |