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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.9+ years Filed as: SAVASTA AND COMPANY Service code 13 · EIN 13-3879959 655 THIRD AVENUE - 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $42,000 |
THE SEGAL COMPANY2 years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 ONE PENNSYLVANIA PLAZA - SUITE 3200 · NEW YORK, NY 10119 | Accounting | $29,820 |
USI CONSULTING GROUP3 years Filed as: FINDLEY USI Service code 15 · EIN 03-1053228 ONE SEAGATE, SUITE 2050 · TOLEDO, OH 436041558 | Recordkeeping | $25,993 |
SAMUEL GOLDSTEIN & CO PC9+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,571 |
Filed as: INVESTMENT CONSULTING SERVICES LLC Service code 70 · EIN 32-0016703 2215 YORK ROAD - SUITE 206 · OAK BROOK, IL 60523 | Consulting Fees | $7,500 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 MACK CENTER IV S 61 PARAMUS RD · PARAMUS, NJ 07652 | Advisory (Plan) | $7,325 |
MANNING & RUSSO LLC2 years Filed as: MANING & RUSSO, LLC Service code 29 · EIN 06-1478265 65 PONDFIELD RD · BRONXVILLE, NY 10708 | Legal | $6,100 |
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 | $5,682 | $130,294-95.6% | $170,057-96.7% | $71,529-92.1% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 10.73% | 20.36%-9.6pp | 53.42%-42.7pp | 28.97%-18.2pp |
| Employer contribution / active EE | $812 | $4,385-81.5% | $6,790-88.0% | $2,590-68.7% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $205 | $966-78.8% | $12,826-98.4% | $1,588-87.1% |