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| Provider | Service type | Compensation |
|---|---|---|
MARCO CONSULTING GROUP4+ years Filed as: MARCO CONSULTING Service code 28 · EIN 36-3555074 550 W. WASHINGTON BLVD. SUITE 900 · CHICAGO, IL 660612501 | Investment Management | $18,000 |
Filed as: TREVETT CRISTO SALZER Service code 29 · EIN 16-1278314 2 STATE STREET · ROCHESTER, NY 14614 | Legal | $16,800 |
D'ARCANGELO & CO., LLP4+ years Filed as: D'ARCANGELO & CO. LLP Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,800 |
KMR SYSTEMS CORP1 year Filed as: KMR SYSTEMS CORPORATION Service code 49 · EIN 13-3192128 6800 JERICHO TURNPIKE SUITE 120W · SYOSSET, NY 11791 | Other Services | $9,020 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,357 | $56,443+10.5% | $83,850-25.6% | $55,725+11.9% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -3.51% | 393.67%-397.2pp | 850.92%-854.4pp | 244.93%-248.4pp |
| Employer contribution / active EE | $2,697 | $2,682+0.6% | $3,631-25.7% | $2,078+29.8% |
| Participant deferral / active EE | $614 | $2,965-79.3% | $4,082-85.0% | $3,356-81.7% |
| Admin fee / account holder | $158 | $156+1.4% | $5,478-97.1% | $115+37.5% |