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| Provider | Service type | Compensation |
|---|---|---|
THOMAS SCHENCK6 years Service code 10 · EIN 59-3293727 550 W EXECUTIVE DR · TAMPA, NY 33609 | Accounting | $27,225 |
Filed as: PRIDA GUIDA PEREZ PA Service code 10 · EIN 59-1978917 2504 W KATHLEEN ST, · TAMPA, FL 33607 | Accounting | $19,000 |
Filed as: POINT GUARD ADVISORS Service code 99 · EIN 81-1218614 108 BUCHMAN CL CIR · FAYETTEVILLE, NY 13066 | Other Fees | $10,000 |
THE PENSION DEPARTMENT6 years Service code 49 · EIN 11-2728120 105 MAXESS RD · MELVILLE, NY 11747 | Other Services | $10,000 |
LPL FINANCIAL9 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,675 | $44,898+30.7% | $85,126-31.1% | $199,921-70.7% |
| Participation rate | 39.1% | 45.7%-6.7pp | 67.5%-28.4pp | 72.0%-32.9pp |
| Annual return | 9.89% | 20.98%-11.1pp | 66.63%-56.7pp | 34.28%-24.4pp |
| Employer contribution / active EE | $1,551 | $1,367+13.4% | $2,731-43.2% | $3,035-48.9% |
| Participant deferral / active EE | $3,038 | $2,670+13.8% | $4,523-32.8% | $5,089-40.3% |
| Admin fee / account holder | $84 | $585-85.6% | $6,160-98.6% | $269-68.7% |