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| Provider | Service type | Compensation |
|---|---|---|
US REAL ESTATE INVESTMENT FUND LLC10+ years Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $40,534 |
ROTHMAN, ROCCO, LARUFFA, LLP7 years Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN ST · ELMSFORD, NY 10523 | Legal | $34,034 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $26,750 |
ANTHONY FRANCO10+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $18,291 |
ANNA MOTTOLA6 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $15,474 |
ROBERT ALLGIER CPA8 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $15,130 |
SAJ CONSULTANTS INC1 year Service code 70 · EIN 26-1304820 24 CENTRE VIEW DR · OYSTER BAY, NY 11771 | Consulting Fees | $14,455 |
MARIE MOSSA6 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $10,860 |
MICHELE ZUNNO7 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $10,296 |
CHAIKEN & CHAIKEN10+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $10,150 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,325 | $130,224-77.5% | $197,124-85.1% | $79,634-63.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 86.7%+13.3pp | 62.5%+37.5pp |
| Annual return | 6.13% | 23.65%-17.5pp | 44.34%-38.2pp | 36.46%-30.3pp |
| Employer contribution / active EE | $9,339 | $4,314+116.5% | $6,227+50.0% | $2,529+269.3% |
| Participant deferral / active EE | $0 | $7,378-100.0% | $9,135-100.0% | $3,835-100.0% |
| Admin fee / account holder | $219 | $254-14.0% | $16,298-98.7% | $1,002-78.1% |