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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 60 BROAD STREET - 37TH FLOOR · NEW YORK, NY 10004 | Contract Administrator | $36,000 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY & KEENE, INC Service code 10 · EIN 35-0500670 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46250 | Accounting | $25,351 |
SAMUEL GOLDSTEIN & CO PC3+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,520 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 MACK CENTER IV S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $12,444 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 533 · NEW YORK, NY 101190219 | Accounting | $6,935 |
CARY KANE LLP2 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY - SUITE 1400 · NEW YORK, NY 10018 | Legal | $5,444 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,739-100.0% | $149,721-100.0% | $62,293-100.0% |
| Participation rate | 0.0% | 85.1%-85.1pp | 87.1%-87.1pp | 69.5%-69.5pp |
| Annual return | 9.57% | 21.01%-11.4pp | 1501.67%-1492.1pp | 28.90%-19.3pp |
| Employer contribution / active EE | $766 | $3,233-76.3% | $5,444-85.9% | $2,042-62.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |