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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STUYVESANT CAPITAL MANAGEMENT CORP Service code 28 · EIN 13-2953844 200 BUSINESS PARK DR · ARMONK, NY 10504 | Investment Management | $8,011 |
Filed as: MERANZE & KATZ ESQ Service code 29 · EIN 23-2943773 121 S BROAD ST · PHILADELPHIA, PA 19101 | Legal | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,187 | $58,600-70.7% | $83,327-79.4% | $64,173-73.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -0.83% | 9.66%-10.5pp | 10.64%-11.5pp | 7.63%-8.5pp |
| Employer contribution / active EE | $605 | $2,098-71.2% | $3,379-82.1% | $2,381-74.6% |
| Participant deferral / active EE | $0 | $4,656-100.0% | $5,565-100.0% | $3,470-100.0% |
| Admin fee / account holder | $209 | $9,282-97.7% | $7,540-97.2% | $4,887-95.7% |