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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,196 | $42,886-59.9% | $88,946-80.7% | $85,563-79.9% |
| Participation rate | 100.0% | 37.9%+62.1pp | 68.8%+31.2pp | 66.0%+34.0pp |
| Annual return | 10.60% | 44.56%-34.0pp | 57.82%-47.2pp | 31.51%-20.9pp |
| Employer contribution / active EE | $4,301 | $1,147+274.9% | $2,555+68.3% | $2,654+62.1% |
| Participant deferral / active EE | $850 | $2,108-59.7% | $4,581-81.4% | $4,375-80.6% |
| Admin fee / account holder | $414 | $2,263-81.7% | $8,261-95.0% | $834-50.3% |