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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF2+ years Service code 28 · EIN 20-0461050 101 PARK AVE · NEW YORK, NY 10178 | Investment Management | $168,015 |
ROBINSON BROG LEINWAND GREENE2+ years Service code 29 · EIN 13-2704441 875 THIRD AVENUE · NW YORK, NY 10022 | Legal | $161,567 |
ANTHONY FRANCO2+ years Service code 30 · EIN 13-4321969 99 MINEOLA AVE · ROSLYN HEIGHTS, NY 11577 | Employee (plan) | $125,956 |
Service code 28 · EIN 11-3786306 1270 SOLDIERS FILED RD · BOSTON, MA 02135 | Investment Management | $53,120 |
CHEIRON1 year Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 PO BOX 37117 · BALTIMORE, MD 21297 | Actuarial | $39,073 |
DICKENSON GROUP2+ years Filed as: DICKENSON GROUP LLC Service code 11 · EIN 20-1241472 825 EAST GATE BLVD · GARDEN CITY, NY 11530 | Actuarial | $30,000 |
JOANN SCHIRRIPA2+ years Filed as: JOANN SHIRRIPA Service code 10 · EIN 05-7442652 6 RIDGEVIEW LANE · HUNTINGTON, NY 11743 | Accounting | $19,340 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS & REYNOLDS Service code 28 · EIN 20-1899564 410 JERICHO TPKE · JERICHO, NY 11753 | Investment Management | $15,850 |
Service code 29 · EIN 46-3164565 250 MINEOLA BLVD · MINEOLA, NY 11501 | Legal | $10,935 |
MICHELE ZUNNO2+ years Service code 30 · EIN 13-4321969 99 MINEOLA BLVD · ROSLTN HEIGHTS, NY 11577 | Employee (plan) | $9,945 |
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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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 9.04% | 13.03%-4.0pp | 10.36%-1.3pp | 23.90%-14.9pp |
| Employer contribution / active EE | $16,664 | $15,779+5.6% | $37,738-55.8% | $16,539+0.8% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |