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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF3+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $49,953 |
Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $29,334 |
ANTHONY FRANCO3+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $16,196 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $16,000 |
ROBERT ALLGIER CPA1 year Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $15,659 |
CHAIKEN & CHAIKEN3+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $7,500 |
DICKENSON GROUP3+ years Service code 16 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Consulting | $7,500 |
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 | $19,052 | $80,005-76.2% | $140,019-86.4% | $55,725-65.8% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | 6.39% | 0.46%+5.9pp | 651.17%-644.8pp | 244.93%-238.5pp |
| Employer contribution / active EE | $3,465 | $3,403+1.8% | $5,605-38.2% | $2,078+66.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $162 | $116+39.8% | $10,705-98.5% | $115+40.4% |