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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 655 THIRD AVENUE - 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $43,750 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 15 · EIN 91-0675641 ONE PENNSYLVANIA PLAZA - 38TH FLOOR · NEW YORK, TX 10019 | Recordkeeping | $29,909 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 ONE PENNSYLVANIA PLAZA - SUITE 2800 · NEW YORK, NY 10119 | Accounting | $19,058 |
SAMUEL GOLDSTEIN & CO PC10+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,592 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $15,000 |
USI CONSULTING GROUP4 years Filed as: FINDLEY USI Service code 15 · EIN 03-1053228 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 436041558 | Recordkeeping | $13,599 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,408 | $122,063-94.7% | $184,256-96.5% | $74,478-91.4% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 8.43% | 19.92%-11.5pp | 28.85%-20.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $666 | $4,539-85.3% | $6,427-89.6% | $2,626-74.6% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $223 | $1,253-82.2% | $13,899-98.4% | $1,946-88.6% |