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| Provider | Service type | Compensation |
|---|---|---|
GRASSI & CO1+ years Filed as: GRASSI AND CO CPAS Service code 10 · EIN 11-3266576 50 JERICHO QUADRANGLE, SUITE 200 · JERICHO, NY 11753 | Accounting | $62,765 |
THE SEGAL COMPANY1+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $47,959 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN O'HARA MILLS Service code 29 · EIN 11-2326314 1225 FRANKLIN AVENUE · GARDEN CITY, NY 11530 | Legal | $32,884 |
WILLIAM SHUZMAN PC1+ years Filed as: WILLIAM I SHUZMAN Service code 29 · EIN 23-7299279 211 EAST 43RD STREET · NEW YORK, NY 10017 | Legal | $32,884 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,516-100.0% | $75,784-100.0% | $59,188-100.0% |
| Participation rate | 0.0% | 73.6%-73.6pp | 75.8%-75.8pp | 69.4%-69.4pp |
| Annual return | -2.69% | -1.89%-0.8pp | 9.68%-12.4pp | 5.51%-8.2pp |
| Employer contribution / active EE | $9,683 | $2,604+271.9% | $3,323+191.4% | $2,098+361.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $5,300-100.0% | $92-100.0% |