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| Provider | Service type | Compensation |
|---|---|---|
DICKINSON WRIGHT PLLC6+ 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 PC4 years Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $10,800 |
LEWIS, CLIFTON & NIKOLAIDIS5 years Filed as: LEWIS CLIFTON & NICKOLADIS Service code 21 · EIN 01-0803844 350 WEST 31ST STREET · NEW YORK, NY 10001 | Bank Trustee | $2,565 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 123.34% | 10.61%+112.7pp | 9.52%+113.8pp | 627.08%-503.7pp |
| Employer contribution / active EE | $0 | $21,392-100.0% | $41,951-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |