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| Provider | Service type | Compensation |
|---|---|---|
ANDREW FAIR, ESQ.1 year Service code 20 16 INTERLAKEN DR. · EASTCHESTER, NY 10909 | Direct payment from the plan; Trustee... | $18,000 |
MATTHEW COLLINS3 years Filed as: MATTHEW ROCCO Service code 20 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Trustee (individual); Direct payment ... | $18,000 |
Filed as: MCCARTHY & PREECE, PLLC Service code 29 · EIN 84-3667887 | Legal | $18,000 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $15,000 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $8,748 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES Service code 11 · EIN 20-3838633 | Actuarial | $7,500 |
LAWRENCE S. FISCHER, CPA10+ years Service code 10 · EIN 52-2326815 | Accounting | $7,350 |
DYLAN WILEY3 years Service code 20 94 BUSINESS PARK DR. · ARMONK, NY 10603 | Direct payment from the plan; Trustee... | $6,000 |
Service code 29 · EIN 13-4212610 | Legal | $5,400 |
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Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $82,130-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 11.2%-11.2pp |
| Annual return | 8.48% | 16.16%-7.7pp | 8.99%-0.5pp | 9.01%-0.5pp |
| Employer contribution / active EE | $2,218 | $9,873-77.5% | $25,171-91.2% | $12,866-82.8% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $1,134-100.0% | $4,785-100.0% |