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| Provider | Service type | Compensation |
|---|---|---|
DOROTHY URBAN1+ years Filed as: DOROTHY MCBRIDE Service code 14 · EIN 22-6195465 155 CHANGEBRIDGE ROAD · MONTVILLE, NJ 070459800 | Plan Administrator | $130,575 |
MANNING & NAPIER1+ years Filed as: MANNING & NAPIER LLC Service code 28 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $67,947 |
C.S. MCKEE, L.P.1+ years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 ONE GATEWAY CENTER · PITTSBURGH, PA 15222 | Investment Management | $52,189 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $36,000 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 ONE MT PLAZA · BUFFALO, NY 14203 | Securities Custodian | $23,086 |
DICKINSON WRIGHT PLLC1+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 50 CHARLES LINDBERGH BLVD · UNIONDALE, NY 11553 | Actuarial | $19,500 |
WAGNER & ZWERMAN LLP1+ years Service code 10 · EIN 11-2836481 450 WIRELESS BLVD · HAUPPAUGE, NY 11788 | Accounting | $19,200 |
DAHAB ASSOCIATES1+ years Filed as: DAHAB ASSOCIATES, INC. Service code 27 · EIN 11-2783874 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706 | Advisory (Plan) | $12,500 |
JENNIFER KELLNER1+ years Filed as: JENNIFER KOLARCIK Service code 10 PO BOX 244 · COMMACK, NY 11725 | Accounting | $5,200 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -4.92% | -1.13%-3.8pp | -0.81%-4.1pp | 2.81%-7.7pp |
| Employer contribution / active EE | $3,692 | $14,981-75.4% | $38,425-90.4% | $16,358-77.4% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |