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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF5+ years Service code 27 · EIN 20-0451050 505 5TH AVE 17TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $54,345 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 26 CENTURY HILL DR · LATHAM, NY 12110 | Investment Management | $42,186 |
Filed as: DH COOK ASSOCIATES Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $35,750 |
Filed as: JOSEPH M. STERN ASSOCIATES Service code 10 · EIN 82-3287696 89 JOSEPH AVENUE · STATEN ISLAND, NY 10314 | Accounting | $31,112 |
COLLERAN, O'HARA & MILLS LLP3 years Filed as: COLLERAN OHARA & MILLS Service code 29 · EIN 11-2940050 100 CROSSWAYS PARK DR W SUITE 200 · WOODBURY, NY 11797 | Legal | $23,256 |
FEDERATION PENSION BUREAU4 years Service code 11 · EIN 13-1787163 2870 HEMPSTEAD TURNPIKE · LEVITTOWN, NY 11756 | Actuarial | $21,000 |
Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $19,500 |
BISCEGLIE & DEMARCO, LLC1 year Filed as: BISCEGLIE & ASSOCIATES Service code 29 · EIN 46-4100586 1527 FRANKLIN AVE · MINEOLA, NY 11501 | Legal | $16,250 |
RAE GROUP LLC1 year Filed as: RAE CONSULTING Service code 11 · EIN 83-4646394 601 DRESHER ROAD · HORSHAM, PA 19044 | Actuarial | $7,083 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,902 | $86,897-92.1% | $151,628-95.4% | $64,814-89.4% |
| Participation rate | 96.5% | 87.3%+9.2pp | 87.5%+9.0pp | 71.5%+25.0pp |
| Annual return | -8.65% | -3.57%-5.1pp | 3.34%-12.0pp | 32.84%-41.5pp |
| Employer contribution / active EE | $3,813 | $4,010-4.9% | $6,165-38.1% | $2,507+52.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $153 | $153-0.2% | $11,613-98.7% | $188-18.8% |