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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.7+ years Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 655 THIRD AVENUE - 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $39,000 |
USI CONSULTING GROUP1 year Filed as: FINDLEY USI Service code 15 · EIN 03-1053228 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 436041558 | Recordkeeping | $24,092 |
SAMUEL GOLDSTEIN & CO PC7+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,544 |
Service code 27 · EIN 26-4310632 MACK CENTER IV S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $13,259 |
CARY KANE LLP6 years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 1350 BROADWAY - SUITE 2220 · NEW YORK, NY 10018 | Legal | $6,265 |
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 | $7,094 | $121,341-94.2% | $189,537-96.3% | $79,391-91.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 9.28% | 21.08%-11.8pp | 555.34%-546.1pp | 116.88%-107.6pp |
| Employer contribution / active EE | $598 | $3,915-84.7% | $6,161-90.3% | $2,428-75.4% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $178 | $651-72.7% | $12,048-98.5% | $627-71.6% |