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| Provider | Service type | Compensation |
|---|---|---|
PETER HASHO3+ years Service code 30 · EIN 26-1908711 400 GARDEN CITY PLAZA · GARDEN CITY, NY 11530 | Direct payment from the plan; Employe... | $34,021 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 ONE CROSSROADS DRIVE BLDG ONE · BEDMINSTER, NJ 07921 | Securities Custodian | $26,599 |
WAGNER & ZWERMAN LLP3+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD · MELVILLE, NY 11747 | Accounting | $9,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227 | $112,134-99.8% | $149,721-99.8% | $80,976-99.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.1%+12.9pp | 68.3%+31.7pp |
| Annual return | 6.99% | 17.23%-10.2pp | 1501.67%-1494.7pp | 22.91%-15.9pp |
| Employer contribution / active EE | $87 | $3,991-97.8% | $5,444-98.4% | $2,402-96.4% |
| Participant deferral / active EE | $0 | $6,036-100.0% | $6,568-100.0% | $3,848-100.0% |
| Admin fee / account holder | $7 | $109-93.2% | $11,282-99.9% | $67-88.9% |