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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $188,613 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 15 · EIN 81-2845805 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Recordkeeping | $32,892 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Advisory (Plan) | $30,500 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $15,600 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 1400 AMERICAN BLVD, 3RD FLOOR · PENNINGTON, NJ 08534 | Securities Custodian | $15,117 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 10 · EIN 22-2428965 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $6,600 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 87-2525370 100 JERICHO QUADRANGLE, SUITE 342 · JERICHO, NY 11753 | Accounting | $6,600 |
Service code 10 · EIN 04-3652965 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Accounting | $6,341 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,876 | $83,023-65.2% | $102,437-71.8% | $77,762-62.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.74% | 19.12%-7.4pp | 24.95%-13.2pp | 31.27%-19.5pp |
| Employer contribution / active EE | $5,262 | $3,552+48.1% | $3,871+36.0% | $2,728+92.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $266 | $639-58.4% | $8,388-96.8% | $433-38.6% |