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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $115,008 |
JAMES R. GRISI, LLC7 years Service code 29 · EIN 83-2921602 800 SUNRISE HIGHWAY · WEST BABYLON, NY 11704 | Legal | $43,200 |
Filed as: ALERA INVESTMENT ADVISORS Service code 27 · EIN 82-1301070 | Advisory (Plan) | $25,276 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN ADVISORS LLC Service code 10 · EIN 22-2428965 50 ROCKEFELLER PLAZA · NEW YORK, NY 11753 | Accounting | $21,000 |
PEAK RETIREMENT GROUP3 years Filed as: PEAK RETIREMENT GROUP, LLC Service code 15 · EIN 13-3859124 2870 HEMPSTEAD TURNPIKE, SUITE 102 · LEVITTOWN, NY 11756 | Recordkeeping | $10,557 |
Filed as: DANIEL H COOK ASSOCIATES Service code 14 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | Plan Administrator | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,196 | $36,595-53.0% | $88,179-80.5% | $71,012-75.8% |
| Participation rate | 100.0% | 29.2%+70.8pp | 69.1%+30.9pp | 58.6%+41.4pp |
| Annual return | 10.60% | 61.46%-50.9pp | 64.97%-54.4pp | 37.67%-27.1pp |
| Employer contribution / active EE | $4,301 | $787+446.7% | $2,549+68.7% | $2,348+83.2% |
| Participant deferral / active EE | $850 | $1,195-28.8% | $4,614-81.6% | $3,246-73.8% |
| Admin fee / account holder | $414 | $2,755-85.0% | $7,673-94.6% | $1,167-64.5% |