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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.4+ 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 |
THE SEGAL COMPANY4+ years Filed as: BUCHBINDER TUNICK & CO Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 533 · NEW YORK, NY 101190219 | Accounting | $23,038 |
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY & KEENE, INC Service code 10 · EIN 35-0500670 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46250 | Accounting | $18,896 |
SAMUEL GOLDSTEIN & CO PC4+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,520 |
MORGAN STANLEY SMITH BARNEY3 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) | $12,993 |
CARY KANE LLP3 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY - SUITE 1400 · NEW YORK, NY 10018 | Legal | $7,630 |
Employer contribution per participant 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 | $79,523-100.0% | $140,019-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 85.7%-85.7pp | 87.5%-87.5pp | 69.9%-69.9pp |
| Annual return | -5.86% | 2.39%-8.3pp | 651.17%-657.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $807 | $3,350-75.9% | $5,605-85.6% | $2,111-61.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |