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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF8+ years Service code 28 · EIN 20-0451050 505 5TH AVE 17TH FLOOR · NEW YORK, NY 10017 | Investment Management | $61,626 |
COLLERAN, O'HARA & MILLS LLP6 years Filed as: COLLERAN OHARA & MILLS Service code 29 · EIN 11-2940050 100 CROSSWAYS PARK DR W SUITE 200 · WOODBURY, NY 11797 | Legal | $53,031 |
Filed as: MERRILL LYNCH Service code 19 · EIN 13-5674085 26 CENTURY HILL DR · LATHAM, NY 12110 | Securities Custodian | $47,757 |
Filed as: DH COOK ASSOCIATES Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Contract Administrator | $39,000 |
RAE GROUP LLC4 years Filed as: RAE CONSULTING Service code 16 · EIN 83-4646394 601 DRESHER ROAD · HORSHAM, PA 19044 | Consulting | $30,298 |
JOSEPH M STERN ASSOCIATES4 years Filed as: JOSEPH M. STERN ASSOCIATES Service code 10 · EIN 82-3287696 89 JOSEPH AVENUE · STATEN ISLAND, NY 10314 | Accounting | $28,644 |
Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $19,500 |
BISCEGLIE & DEMARCO, LLC4 years Filed as: BISCEGLIE & ASSOCIATES Service code 29 · EIN 46-4100586 1527 FRANKLIN AVE · MINEOLA, NY 11501 | Legal | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,828 | $77,788-86.1% | $119,126-90.9% | $64,728-83.3% |
| Participation rate | 89.6% | 69.4%+20.2pp | 75.8%+13.9pp | 57.9%+31.7pp |
| Annual return | 6.53% | 13.19%-6.7pp | 282.11%-275.6pp | 49.38%-42.8pp |
| Employer contribution / active EE | $4,464 | $4,031+10.7% | $4,034+10.7% | $2,243+99.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $226 | $1,365-83.5% | $10,693-97.9% | $1,145-80.3% |