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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF2+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $78,848 |
Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $23,160 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $17,575 |
ANTHONY FRANCO2+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $15,267 |
JOANN SCHIRRIPA2+ years Service code 10 · EIN 05-7442652 6 RIDGEVIEW LANE · HUNTINGTON, NY 11743 | Accounting | $15,060 |
CHAIKEN & CHAIKEN2+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $7,500 |
DICKENSON GROUP2+ years Service code 16 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Consulting | $7,500 |
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 | $17,938 | $81,537-78.0% | $149,721-88.0% | $69,631-74.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 4.14% | 22.79%-18.6pp | 1501.67%-1497.5pp | 27571.02%-27566.9pp |
| Employer contribution / active EE | $3,008 | $3,239-7.1% | $5,444-44.7% | $2,032+48.0% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $178 | $107+66.3% | $11,282-98.4% | $110+60.9% |