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| Provider | Service type | Compensation |
|---|---|---|
NUCLEUS ADVISORS6 years Service code 28 512 W 22ND ST, 7TH FLR · NEW YORK, NY 10011 | Investment Management | $189,787 |
ADAM DOWNS4 years Filed as: ADAM HARRIS Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $98,901 |
RICHARD J. WOLF & COMPANY9+ years Filed as: RICHARD GALLO Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $93,325 |
DAVID HARRIS9+ years Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $92,582 |
NOVAK FRANCELLA LLC9+ years Service code 10 · EIN 61-1436956 | Accounting | $33,758 |
NANCY FERGUSON1 year Filed as: NANCY BONSANTI Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $30,479 |
ERIC J. FERNANDEZ & CO.4 years Filed as: ERIC M HARRIS, ESQ. P.C. Service code 29 485 UNDERHILL BLVD. STE 203 · SYOSSET, NY 11791 | Legal | $24,000 |
Service code 11 · EIN 99-2224713 | Actuarial | $18,800 |
RELIANCE TRUST COMPANY9+ years Filed as: RELIANCE TRUST CO Service code 19 · EIN 58-1428634 | Securities Custodian | $17,522 |
UNITED LABOR SYSTEMS3 years Service code 15 360 E PARK AVE · LONG BEACH, NY 11561 | Recordkeeping | $12,050 |
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Employer contribution per participant 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 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 20.64% | 8.51%+12.1pp | 10.53%+10.1pp | 8.76%+11.9pp |
| Employer contribution / active EE | $4,212 | $16,216-74.0% | $26,797-84.3% | $16,664-74.7% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |