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| Provider | Service type | Compensation |
|---|---|---|
ORANSKY SCARAGGI & BORG P.C.9+ years Filed as: ANDREW BORG ESQ. Service code 29 · EIN 22-2221479 | Legal | $19,000 |
BRUNO, DIBELLO & CO., LLC9+ years Service code 10 · EIN 22-2414251 | Accounting | $16,954 |
Service code 13 · EIN 13-2831500 | Contract Administrator | $14,190 |
Filed as: STONECREST CAPITAL MARKETS INC 56-1 Service code 55 | Other Commissions | $9,621 |
ROOFERS LOCAL 109+ years Service code 14 · EIN 22-1446060 | Plan Administrator | $6,937 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 62 · EIN 84-0467907 | Recordkeeping fees; Float revenue | $0 |
Service code 55 · EIN 56-1943573 | Other Commissions | $0 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,200 | $80,781+6.7% | $102,437-15.9% | $74,478+15.7% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.3pp | 67.2%+25.6pp |
| Annual return | 8.50% | 27.58%-19.1pp | 24.95%-16.5pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $7,871 | $3,160+149.1% | $3,871+103.3% | $2,626+199.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $411 | $2,372-82.7% | $8,388-95.1% | $1,946-78.9% |