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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY FRANCO5+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $44,201 |
Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $39,151 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $22,000 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN ST · ELMSFORD, NY 10523 | Legal | $19,501 |
ATALANTA SOSNOFF5+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $18,979 |
ROBERT ALLGIER CPA3 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $17,125 |
CHAIKEN & CHAIKEN5+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $9,000 |
Service code 29 · EIN 46-3164565 250 MINEOLA BLVD · MINEOLA, NY 11501 | Legal | $8,907 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $7,975 |
MICHELE ZUNNO2 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $7,873 |
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 | $19,916 | $111,608-82.2% | $177,848-88.8% | $73,412-72.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 5.22% | 18.23%-13.0pp | 48.33%-43.1pp | 59.30%-54.1pp |
| Employer contribution / active EE | $3,746 | $3,796-1.3% | $5,919-36.7% | $2,234+67.7% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $194 | $166+16.9% | $12,431-98.4% | $158+22.6% |