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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES1 year Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $40,750 |
GYL FINANCIAL SYNERGIES4 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $23,495 |
MSPC5+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $19,768 |
BASIL CASTROVINCI ASSOCIATES INC5+ years Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 | Actuarial | $16,905 |
LEVY RATNER5+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $13,258 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $6,912 |
Filed as: VOYA Service code 28 · EIN 06-0888148 | Investment Management | $5,811 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | -10.21% | 10.61%-20.8pp | 10.57%-20.8pp | 9.29%-19.5pp |
| Employer contribution / active EE | $4,407 | $9,838-55.2% | $18,335-76.0% | $15,168-70.9% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |