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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP INC Service code 14 · EIN 20-1241472 50 CHARLES LINDBERG BLVD · UNIONDALE, NY 11553 | Plan Administrator | $42,000 |
DONALD R VALANE CPA PC1 year Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $10,800 |
THE SEGAL COMPANY2 years Service code 11 · EIN 06-0839113 333 WEST 34 STREET · NEW YORK, NY 10001 | Actuarial | $10,500 |
LEWIS, CLIFTON & NIKOLAIDIS2 years Filed as: LEWIS CLIFTON & NICKOLADIS Service code 21 · EIN 01-0803844 350 WEST 31 STREET · NEW YORK, NY 10001 | Bank Trustee | $2,340 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,564-100.0% | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 137.46% | 28.83%+108.6pp | 10.36%+127.1pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $37,738-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $137-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $15,661-100.0% | - |