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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARIA EMPLOYEE BENEFIT SERVICES Service code 13 · EIN 46-0666987 | Contract Administrator | $64,235 |
UFCW LOCAL 15002 years Service code 49 · EIN 13-5342295 | Other Services | $17,706 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY Service code 17 · EIN 13-1835864 | Pension Consulting | $11,000 |
BERDON LLP4 years Service code 10 · EIN 13-0485070 | Accounting | $10,825 |
COLLERAN, O'HARA & MILLS LLP5 years Service code 29 · EIN 11-2940050 | Legal | $7,268 |
Service code 49 · EIN 11-2569806 | Other Services | $6,000 |
STEPVISUAL COMMUNICATION1 year Service code 36 38 LAWRIDGE DRIVE · RYE BROOK, NY 10573 | Other services; Copying and duplicating | $5,219 |
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 | $1,616 | $47,634-96.6% | $90,461-98.2% | $90,274-98.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 8.03% | 19.61%-11.6pp | 1294.76%-1286.7pp | 53.97%-45.9pp |
| Employer contribution / active EE | $1,173 | $1,749-32.9% | $3,264-64.1% | $2,523-53.5% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,964-100.0% | $4,231-100.0% |
| Admin fee / account holder | $56 | $106-47.0% | $5,617-99.0% | $114-50.7% |