| Provider | Service type | Compensation |
|---|---|---|
J W THOMPSON INVESTMENTS2 years Filed as: J W THOMPSON INVESTMENTS, LLC Service code 27 245 WATERMAN STREET · PROVIDENCE, RI 02906 | Advisory (Plan) | $73,500 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 3000 SOUTH LENOLA ROAD · MAPLE SHADE, NJ 08052 | Recordkeeping | $67,309 |
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE ROTH & ZABEL, LLP Service code 29 919 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $65,355 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $33,364 |
AMALGAMATED2 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 23 333 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Insurance services | $27,928 |
CRYSTAL & COMPANY2 years Service code 23 32 OLD SLIP · NEW YORK, NY 10005 | Insurance services | $22,664 |
Filed as: ALIGRAPHICS Service code 36 333 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Copying and duplicating | $22,381 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN & COMPANY, LLP Service code 10 · EIN 22-2428965 | Accounting | $18,960 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 4901 VINEYARD RD · ORLANDO, FL 32811 | Advisory (Plan) | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,874 | $94,339-90.6% | $75,501-88.2% | $177,276-95.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 72.4%+27.6pp | 74.8%+25.2pp |
| Annual return | 14.69% | 18.58%-3.9pp | 27.35%-12.7pp | 21.25%-6.6pp |
| Employer contribution / active EE | $840 | $2,982-71.8% | $2,352-64.3% | $2,479-66.1% |
| Participant deferral / active EE | $699 | $3,974-82.4% | $3,142-77.8% | $3,881-82.0% |
| Admin fee / account holder | $28 | $53-47.9% | $5,801-99.5% | $154-82.1% |