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| Provider | Service type | Compensation |
|---|---|---|
CONSULTING ACTUARIAL GROUP, INC.3+ years Filed as: C AND R CONSULTING CORP Service code 14 · EIN 13-3935364 1501 BROADWAY · NEW YORK, NY 10036 | Plan Administrator | $19,999 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS Service code 29 · EIN 11-2559668 390 PLANDOME RD · MANHASSET, NY 11030 | Legal | $11,496 |
DONALD R VALANE CPA PC1 year Service code 12 · EIN 11-3496023 153 WEST 27TH STREET · NEW YORK, NY 10001 | Claims processing | $7,500 |
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 | $97,027-100.0% | $83,323-100.0% | $135,382-100.0% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | 5.39% | 12.31%-6.9pp | 10.63%-5.2pp | 519.77%-514.4pp |
| Employer contribution / active EE | $5,835 | $4,143+40.9% | $3,379+72.7% | $4,779+22.1% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,427-100.0% | $7,539-100.0% | $10,829-100.0% |