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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 26 CENTURY HILL DR · LATHAM, NY 12110 | Investment Management | $42,650 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DH COOK ASSOCIATES INC Service code 13 · EIN 11-2424843 253 WEST 35TH STREET · NEW YORK, NY 10001 | Contract Administrator | $39,000 |
ATALANTA SOSNOFF1+ years Service code 27 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $33,439 |
JOSEPH M STERN ASSOCIATES1+ years Service code 10 · EIN 11-2767624 4 STEUBEN ST · STATEN ISLAND, NY 10304 | Accounting | $31,893 |
ANGELO GORDON1+ years Filed as: ANGELO R. BISCEGLIE Service code 29 · EIN 46-4100586 112 MADISON AVENUE · NEW YORK, NY 10016 | Legal | $23,750 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 100 CROSSWAYS · WOODBURY, NY 11797 | Legal | $22,350 |
DONALD R VALANE CPA PC1+ years Filed as: DONALD R. VALANE CPA PC Service code 10 · EIN 11-3496023 16520 FALMOUTH AVE · NEW HYDE PARK, NY 11040 | Accounting | $17,500 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,006 | $82,546-93.9% | $140,019-96.4% | $75,289-93.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | 6.41% | -0.36%+6.8pp | 651.15%-644.7pp | -0.04%+6.4pp |
| Employer contribution / active EE | $401 | $3,856-89.6% | $5,605-92.8% | $2,405-83.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $122 | $86+42.5% | $10,705-98.9% | $102+19.5% |