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| Provider | Service type | Compensation |
|---|---|---|
ANTHONY FRANCO1+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $121,565 |
ROBINSON BROG LEINWAND GREENE1+ years Service code 29 · EIN 13-2704441 875 THIRD AVENUE · NW YORK, NY 10022 | Legal | $98,971 |
ATALANTA SOSNOFF1+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $95,643 |
Service code 28 · EIN 11-3786306 1270 SOLDIERS FILED RD · BOSTON, MA 02135 | Investment Management | $42,321 |
DICKENSON GROUP1+ years Filed as: DICKENSON GROUP LLC Service code 11 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Actuarial | $30,000 |
JOANN SCHIRRIPA1+ years Filed as: JOANN SHIRRIPA Service code 10 · EIN 05-7442652 6 RIDGEVIEW LANE · HUNTINGTON, NY 11743 | Accounting | $16,590 |
Service code 29 · EIN 46-3164565 250 MINEOLA BLVD · MINEOLA, NY 11501 | Legal | $12,195 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $11,373 |
BYRNE SOFTWARE1+ years Filed as: BYRNES SOFTWARE TECHNOLOGIES INC Service code 15 · EIN 43-1853340 16091 SWINGLEY RIDGE RD · CHESTERFIELD, MO 63017 | Recordkeeping | $10,780 |
REYNOLDS CONSULTING SERVICES1+ years Filed as: REYNOLDS & REYNOLDS Service code 27 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Advisory (Plan) | $10,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 0.60% | 5.13%-4.5pp | 4.74%-4.1pp | 7.18%-6.6pp |
| Employer contribution / active EE | $12,602 | $14,689-14.2% | $36,089-65.1% | $13,095-3.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |