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| Provider | Service type | Compensation |
|---|---|---|
O'SULLIVAN ASSOCIATES3 years Filed as: O'SULLIVAN ASSOCIATES, INC. Service code 11 · EIN 20-8199367 | Actuarial | $35,887 |
GYL FINANCIAL SYNERGIES6 years Service code 27 · EIN 81-3263476 | Advisory (Plan) | $33,886 |
MSPC7+ years Filed as: MSPC, CPA'S & ADVISORS, P.C. Service code 10 · EIN 22-2951202 | Accounting | $19,000 |
LEVY RATNER7+ years Filed as: LEVY RATNER, P.C. Service code 29 · EIN 13-3726314 | Legal | $12,000 |
Filed as: VOYA Service code 28 · EIN 06-0888148 | Investment Management | $5,758 |
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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 | $107,032-100.0% | $75,030-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 9.9%-9.9pp |
| Annual return | 3.00% | -13.84%+16.8pp | -2.63%+5.6pp | -5.25%+8.2pp |
| Employer contribution / active EE | $4,261 | $9,473-55.0% | $29,813-85.7% | $15,161-71.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $8-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $838-100.0% | $3,859-100.0% |