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| Provider | Service type | Compensation |
|---|---|---|
NUCLEUS ADVISORS7 years Service code 28 512 W 22ND ST, 7TH FLR · NEW YORK, NY 10011 | Investment Management | $163,387 |
ADAM DOWNS5 years Filed as: ADAM HARRIS Service code 30 · EIN 22-6244648 | Employee (plan); Direct payment from ... | $100,966 |
DAVID HARRIS10+ years Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $95,549 |
RICHARD J. WOLF & COMPANY10+ years Filed as: RICHARD GALLO Service code 30 · EIN 22-6244648 | Direct payment from the plan; Employe... | $94,632 |
NOVAK FRANCELLA LLC10+ years Service code 10 · EIN 61-1436956 | Accounting | $39,429 |
ERIC J. FERNANDEZ & CO.5 years Filed as: ERIC M HARRIS, ESQ. P.C. Service code 29 485 UNDERHILL BLVD. STE 203 · SYOSSET, NY 11791 | Legal | $24,000 |
BACK NINE CONSULTING, LLC2 years Service code 11 · EIN 99-2224713 | Actuarial | $21,300 |
RELIANCE TRUST COMPANY10+ years Filed as: RELIANCE TRUST CO Service code 19 · EIN 58-1428634 | Securities Custodian | $13,280 |
UNITED LABOR SYSTEMS4 years Service code 15 360 E PARK AVE · LONG BEACH, NY 11561 | Recordkeeping | $12,500 |
OPTIMUM TECHNOLOGIES, INC.10+ years Service code 49 · EIN 20-1460608 | Other Services | $9,600 |
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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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 15.39% | 10.77%+4.6pp | 19.25%-3.9pp | 10.77%+4.6pp |
| Employer contribution / active EE | $4,476 | $15,292-70.7% | $28,682-84.4% | $15,292-70.7% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $55-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |