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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 11-3786306 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Advisory (Plan) | $42,509 |
ROTHMAN, ROCCO, LARUFFA, LLP5 years Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN ST · ELMSFORD, NY 10523 | Legal | $41,361 |
ANTHONY FRANCO8+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $26,044 |
REYNOLDS CONSULTING SERVICES8+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $20,000 |
ROBERT ALLGIER CPA6 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $18,705 |
ANNA MOTTOLA4 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $13,590 |
MICHELE ZUNNO5 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $9,644 |
CHAIKEN & CHAIKEN8+ years Service code 29 · EIN 22-2229209 444 MADISON AVE · NEW YORK, NY 10221 | Legal | $9,450 |
MARIE MOSSA4 years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $9,287 |
MARIO RODRIGUEZ4 years Filed as: MARIO BRICENO Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $7,842 |
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 | $19,819 | $100,272-80.2% | $170,043-88.3% | $74,460-73.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 0.65% | 66.12%-65.5pp | 53.40%-52.8pp | 34.38%-33.7pp |
| Employer contribution / active EE | $4,130 | $4,266-3.2% | $6,790-39.2% | $2,638+56.6% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,410-100.0% | $4,530-100.0% |
| Admin fee / account holder | $169 | $235-28.1% | $12,824-98.7% | $348-51.5% |