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| Provider | Service type | Compensation |
|---|---|---|
C AND R CONSUTLING INC1 year Service code 13 · EIN 13-3953536 1501 BROADWAY · NEW YORK, NY 10036 | Contract Administrator | $13,166 |
QUAN-VEST CONSULTANTS, INC.7 years Filed as: QUAN VEST CONSULTANTS Service code 28 · EIN 11-2559668 300 PLANDOME RD · MANHASSET, NY 11030 | Investment Management | $12,996 |
Filed as: MARSHALL & MOSS ADMIN SERVICES, INC Service code 13 · EIN 81-2845805 1400 OLD COUNTRY RD · WESTBURY, NY 11590 | Contract Administrator | $11,650 |
DONALD R VALANE CPA PC8 years Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,186 | $97,289+49.2% | $92,805+56.4% | $155,188-6.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 8.38% | 29.03%-20.7pp | 31.59%-23.2pp | 148.84%-140.5pp |
| Employer contribution / active EE | $7,943 | $3,632+118.7% | $3,424+132.0% | $4,248+87.0% |
| Participant deferral / active EE | $0 | $8,795-100.0% | $8,448-100.0% | $6,531-100.0% |
| Admin fee / account holder | $9,786 | $12,015-18.6% | $10,911-10.3% | $14,480-32.4% |