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| Provider | Service type | Compensation |
|---|---|---|
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 17 · EIN 20-1899564 25 NEWBRIDGE ROAD · HICKSVILLE, NY 11801 | Pension Consulting | $19,400 |
SLEVIN & HART, P.C.2 years Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVENUE NW · WASHINGTON, DC 20036 | Legal | $16,000 |
THE LAMBOS FIRM, LLP5+ years Service code 29 · EIN 13-3864093 300 SOUTH BROADWAY · TARRYTOWN, NY 10591 | Legal | $16,000 |
DESENA & CO, CPAS, LLC5+ years Filed as: DESENA & COMPANY CPAS, LLC Service code 10 · EIN 20-0609534 100 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Accounting | $13,426 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,446 | $46,423+13.0% | $75,900-30.9% | $67,582-22.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 69.3%+30.7pp | 71.3%+28.7pp |
| Annual return | 12.14% | 32.29%-20.2pp | 30.73%-18.6pp | 378.57%-366.4pp |
| Employer contribution / active EE | $4,578 | $1,406+225.5% | $2,501+83.0% | $2,148+113.1% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,604-100.0% | $3,539-100.0% |
| Admin fee / account holder | $137 | $132+3.7% | $5,421-97.5% | $142-4.0% |