Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $49,655-100.0% | $280,286-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 8.3%-8.3pp | 18.6%-18.6pp |
| Annual return | 175.73% | 9.77%+166.0pp | 9.71%+166.0pp | 9.77%+166.0pp |
| Employer contribution / active EE | $3,561 | $13,890-74.4% | $21,536-83.5% | $13,890-74.4% |
| Participant deferral / active EE | $0 | $102-100.0% | $42-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |