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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA AND COMPANY INC Service code 13 · EIN 13-3879959 655 THIRD AVENUE - 12TH FLOOR · NEW YORK, NY 10017 | Contract Administrator | $79,750 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 ONE PENNSYLVANIA PLAZA - SUITE 2800 · NEW YORK, NY 10119 | Accounting | $38,363 |
SAMUEL GOLDSTEIN & CO PC10+ years Service code 10 · EIN 11-2478817 150 GREAT NECK ROAD - SUITE 202 · GREAT NECK, NY 11021 | Accounting | $17,596 |
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 | $3,135 | $122,596-97.4% | $184,260-98.3% | $199,960-98.4% |
| Participation rate | 100.0% | 86.9%+13.1pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 8.41% | 144.14%-135.7pp | 28.84%-20.4pp | 34.28%-25.9pp |
| Employer contribution / active EE | $1,065 | $4,570-76.7% | $6,427-83.4% | $3,036-64.9% |
| Participant deferral / active EE | $0 | $7,972-100.0% | $9,133-100.0% | $5,087-100.0% |
| Admin fee / account holder | $38 | $120-68.5% | $13,898-99.7% | $269-85.9% |