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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHEAST PROFESSIONAL PLANNING GRP Service code 11 580 WHITE PLAIN RD., SUITE 410 · TARRYTOWN, NY 10591 | Actuarial | $16,563 |
FRIEDMAN & ANSPACH1 year Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $15,202 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $12,018 |
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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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 118.82% | 9.03%+109.8pp | 10.36%+108.5pp | 10.21%+108.6pp |
| Employer contribution / active EE | $8,984 | $48,592-81.5% | $37,738-76.2% | $42,272-78.7% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |