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| Provider | Service type | Compensation |
|---|---|---|
GYL FINANCIAL SYNERGIES9 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $76,651 |
O'SULLIVAN ASSOCIATES6 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $46,159 |
MSPC10+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $23,200 |
LEVY RATNER10+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $12,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $280,286-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 10.4%-10.4pp | 11.1%-11.1pp | 10.4%-10.4pp |
| Annual return | 175.73% | 9.31%+166.4pp | 3.16%+172.6pp | 9.31%+166.4pp |
| Employer contribution / active EE | $3,561 | $13,179-73.0% | $21,438-83.4% | $13,179-73.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $0 | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | - | $4,785-100.0% |