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| Provider | Service type | Compensation |
|---|---|---|
THOMAS SCHENCK5 years Service code 10 · EIN 33-3000333 550 W EXECUTIVE DR · TAMPA, NY 33609 | Accounting | $49,500 |
PRIDA, GUIDA & PEREZ, P.A.6 years Filed as: PRIDA GUIDA AND PEREZ PA Service code 10 · EIN 22-2000222 105 MAXESS RD · MELVILLE, NY 11747 | Accounting | $28,000 |
POINT 406 VENTURES IV, L.P.1 year Filed as: POINT GUARD ADVISORS NETWROK LLC Service code 99 · EIN 66-6000666 108 BUCHMANS CLOSE CIRCLE · FAYETTEVILLE, NY 13066 | Other Fees | $8,902 |
THE PENSION DEPARTMENT6 years Filed as: THE PENSION DEPARTMENT, INC. Service code 49 · EIN 11-2728120 105 MAXESS RD · MELVILLE, NY 11747 | Other Services | $7,500 |
LPL FINANCIAL8 years Filed as: LION STREET FINANCIAL, LLC Service code 99 · EIN 80-0946231 515 CONGRESS AVE., SUITE 2500 · AUSTIN, TX 78701 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,298 | $40,278+42.3% | $80,569-28.9% | $80,160-28.5% |
| Participation rate | 44.6% | 47.5%-2.9pp | 67.0%-22.4pp | 72.9%-28.3pp |
| Annual return | 14.91% | 50.86%-35.9pp | 935.43%-920.5pp | 40.38%-25.5pp |
| Employer contribution / active EE | $1,468 | $1,332+10.2% | $2,723-46.1% | $2,978-50.7% |
| Participant deferral / active EE | $3,002 | $2,696+11.4% | $4,447-32.5% | $5,017-40.2% |
| Admin fee / account holder | $86 | $210-59.0% | $5,377-98.4% | $145-40.5% |