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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF1+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $44,671 |
Service code 28 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Management | $18,777 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $16,000 |
ANTHONY FRANCO1+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $14,735 |
JOANN SCHIRRIPA1+ years Service code 10 · EIN 05-7442652 6 RIDGEVIEW LANE · HUNTINGTON, NY 11743 | Accounting | $14,270 |
CHAIKEN & CHAIKEN1+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $7,500 |
DICKENSON GROUP1+ years Service code 13 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Contract Administrator | $7,500 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $5,307 |
BYRNE SOFTWARE1+ years Filed as: BYRNES SOFTWARE TECHNOLOGIES INC Service code 15 · EIN 43-1853340 16091 SWINGLEY RIDGE RD · CHESTERFILED, MO 63017 | Recordkeeping | $5,031 |
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 | $15,882 | $80,354-80.2% | $133,975-88.1% | $63,975-75.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 5.27% | 13.11%-7.8pp | 29.29%-24.0pp | 48.65%-43.4pp |
| Employer contribution / active EE | $2,978 | $3,503-15.0% | $5,211-42.8% | $2,182+36.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $142 | $69+104.6% | $9,324-98.5% | $70+101.3% |