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| Provider | Service type | Compensation |
|---|---|---|
HARBRIDGE CONSULTING GROUP, LLC1+ years Service code 11 · EIN 30-0192194 3501 MASONS MILL RD · HUNTINGDON VALLEY, PA 19006 | Actuarial | $31,750 |
Filed as: PATTISON, KOSKEY, HOWE, & BUCCI Service code 14 · EIN 14-1746505 2880 US ROUTE 9 · VALATIE, NY 12184 | Plan Administrator | $24,000 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH ST · NEW YORK, NY 10001 | Legal | $23,996 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $17,725 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $12,500 |
KOGBO ASSOCIATES1+ years Service code 10 3 PARK AVE · NEW YORK, NY 10016 | Accounting | $8,640 |
ADVANTAGE PAYROLL SERVICES1+ years Service code 49 · EIN 01-0287147 | Other Services | $5,008 |
THE SEGAL COMPANY1+ years Filed as: SEGAL SELECT INSURANCE SERVICES 46- Service code 53 | Insurance Commissions | $1,603 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES INC. 13-2638 Service code 99 | Other Fees | $0 |
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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 | $258,845-100.0% | $846,462-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 51.0%-51.0pp | 23.1%-23.1pp | 48.7%-48.7pp |
| Annual return | -1.47% | -1.13%-0.3pp | -0.81%-0.7pp | -2.16%+0.7pp |
| Employer contribution / active EE | $4,768 | $49,652-90.4% | $38,425-87.6% | $42,957-88.9% |
| Participant deferral / active EE | $0 | $367-100.0% | $315-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $15,092-100.0% | $15,697-100.0% | $12,572-100.0% |