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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC4+ 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 PC2 years Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $10,800 |
LEWIS, CLIFTON & NIKOLAIDIS3 years Filed as: LEWIS CLIFTON & NICKOLADIS Service code 21 · EIN 01-0803844 350 WEST 31 STREET · NEW YORK, NY 10001 | Bank Trustee | $900 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 140.25% | -1.53%+141.8pp | -2.18%+142.4pp | -0.69%+140.9pp |
| Employer contribution / active EE | $0 | $14,498-100.0% | $38,751-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $14 | $305-95.3% | $151-90.4% | $525-97.2% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |