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| Provider | Service type | Compensation |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.2+ years Filed as: C AND R CONSULTING CORP Service code 14 · EIN 13-3935364 1501 BROADWAY · NEW YORK, NY 10036 | Plan Administrator | $18,333 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS Service code 29 · EIN 11-2559669 390 PLANDOME RD · MANHASSET, NY 11030 | Legal | $9,538 |
VOLK AND VALANE LLC1 year Filed as: VOLK AND 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 | $64,359-100.0% | $90,161-100.0% | $70,126-100.0% |
| Participation rate | 0.0% | 70.4%-70.4pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 7.66% | 28.13%-20.5pp | 34.89%-27.2pp | 73.15%-65.5pp |
| Employer contribution / active EE | $4,659 | $2,046+127.8% | $3,318+40.4% | $2,343+98.9% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |