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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE CO. Service code 15 · EIN 06-1050034 | Recordkeeping | $95,000 |
FITZSIMMONS ABRAMS, LLP8 years Service code 10 · EIN 13-2858927 | Accounting | $92,414 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 | Legal | $84,214 |
Filed as: MARSHALL AND MOSS, LLP Service code 14 · EIN 11-3360166 | Plan Administrator | $53,416 |
REYNOLDS CONSULTING SERVICES9+ years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $37,500 |
COLLERAN, O'HARA & MILLS LLP3 years Filed as: COLLERAN O'HARA & MILLS LLP Service code 29 · EIN 11-2940050 | Legal | $26,028 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $26,000 |
JBM COMPUTER CONSULTANTS2 years Filed as: JBM COMPUTER CONSULTANTS INC Service code 49 · EIN 16-1173118 20 NORTH AMERICA DRIVE · WEST SENECA, NY 14224 | Other Services | $20,344 |
NATHAN & BERNSTEIN CPA'S, PC7 years Service code 10 · EIN 26-4717217 224 FRANKLIN STREET 19 · HEWLETT, NY 11557 | Accounting | $12,123 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $12,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,146 | $88,479+68.6% | $96,543+54.5% | $80,187+86.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.08% | 22.53%-9.4pp | 35.75%-22.7pp | 40.40%-27.3pp |
| Employer contribution / active EE | $6,674 | $4,177+59.8% | $3,741+78.4% | $2,980+124.0% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $278 | $211+31.6% | $6,737-95.9% | $145+91.9% |