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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $41,497 |
ROTHMAN, ROCCO, LARUFFA, LLP4 years Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN ST · ELMSFORD, NY 10523 | Legal | $22,231 |
REYNOLDS CONSULTING SERVICES7+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $20,000 |
ROBERT ALLGIER CPA5 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $17,645 |
ANNA MOTTOLA3 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $12,712 |
CHAIKEN & CHAIKEN7+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $9,000 |
MICHELE ZUNNO4 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $8,662 |
ANTHONY FRANCO7+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $8,285 |
MARIE MOSSA3 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $8,088 |
DICKENSON GROUP7+ 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 | $21,877 | $86,897-74.8% | $151,639-85.6% | $64,819-66.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -4.06% | -3.57%-0.5pp | 3.34%-7.4pp | 32.84%-36.9pp |
| Employer contribution / active EE | $3,811 | $4,010-5.0% | $6,165-38.2% | $2,507+52.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $177 | $153+15.4% | $11,613-98.5% | $188-6.0% |