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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF10+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $314,594 |
SAJ CONSULTANTS INC2 years Service code 50 · EIN 26-1304820 24 CENTRE VIEW DRIVE · OYSTER BAY, NY 11771 | Direct Payment | $255,846 |
ANTHONY FRANCO10+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $109,744 |
US REAL ESTATE INVESTMENT FUND LLC10+ years Service code 28 · EIN 11-3786306 1270 SOLDIERS FILED RD · BOSTON, MA 02135 | Investment Management | $90,468 |
ROTHMAN, ROCCO, LARUFFA, LLP8 years Filed as: ROTHMAN ROCCO & LARUFFA LLP Service code 29 · EIN 47-5401457 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $45,946 |
MICHELE ZUNNO10+ years Service code 30 · EIN 13-4321969 99 MINEOLA BLVD · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $30,889 |
DICKENSON GROUP10+ years Filed as: DICKENSON GROUP LLC Service code 11 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Actuarial | $25,000 |
REYNOLDS CONSULTING SERVICES10+ years Filed as: REYNOLDS & REYNOLDS Service code 28 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Investment Management | $24,075 |
MARIE MOSSA10+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $21,720 |
ROBERT ALLGIER CPA7 years Service code 10 · EIN 81-3337040 145 PLITT AVE · FARMINGDALE, NY 11735 | Accounting | $21,130 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $141,811-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 11.00% | 8.65%+2.4pp | 9.03%+2.0pp | 10.20%+0.8pp |
| Employer contribution / active EE | $23,608 | $14,388+64.1% | $26,284-10.2% | $15,145+55.9% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $940-100.0% | - |