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| Provider | Service type | Compensation |
|---|---|---|
MULLIGAN & GROTE CPA PC1+ years Service code 14 · EIN 11-3064005 131 TULIP AVENUE · FLORAL PARK, NY 11001 | Plan Administrator | $32,996 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS Service code 29 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Legal | $19,244 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Filed as: C AND R CONSULTING CORP Service code 14 · EIN 13-3935364 1501 BRAODWAY · NEW YORK, NY 10036 | Plan Administrator | $12,000 |
VOLK AND VALANE LLC1+ years Filed as: VOLK & VALANE CPA'S LLC Service code 12 · EIN 20-5094634 153 WEST 27TH STREET · NEW YORK, NY 10001 | Claims processing | $7,500 |
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 | $0 | $56,287-100.0% | $80,977-100.0% | $62,881-100.0% |
| Participation rate | 0.0% | 68.9%-68.9pp | 75.8%-75.8pp | 69.3%-69.3pp |
| Annual return | 3.27% | 22.13%-18.9pp | 17.11%-13.8pp | 20.14%-16.9pp |
| Employer contribution / active EE | $4,296 | $1,943+121.1% | $3,715+15.7% | $2,281+88.3% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |