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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 440 MAMORANECK AVENUE · HARRISON, NY 10528 | Investment management; Distribution (... | $121,871 |
Service code 49 · EIN 13-3323430 P.O. BOX 58 · MOUNTAINVILLE, NY 10953 | Other Services | $52,036 |
MARVIN AND COMPANY, P.C.2 years Filed as: MARVIN & COMPANY, PC Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD · LATHAM, NY 12110 | Accounting | $15,625 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5694085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $14,300 |
J.A. MARIANO AGENCY1 year Filed as: J A MARIANO AGENCY Service code 23 | Insurance services | $1,425 |
Service code 33 · EIN 25-1409618 1251 WATERFRONT PLACE · PITTSBURGH, PA 15222 | Securities brokerage commissions and ... | $0 |
Service code 33 · EIN 04-3523567 200 SEAPORT BLVD · BOSTON, MA 02110 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,080 | $56,443+11.8% | $83,850-24.8% | $55,725+13.2% |
| Participation rate | 54.4% | 72.0%-17.7pp | 76.1%-21.8pp | 70.9%-16.5pp |
| Annual return | -5.96% | 393.67%-399.6pp | 850.92%-856.9pp | 244.93%-250.9pp |
| Employer contribution / active EE | $5,833 | $2,682+117.5% | $3,631+60.7% | $2,078+180.7% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $223 | $156+43.0% | $5,478-95.9% | $115+94.0% |