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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK1+ years Filed as: RBS CITIZEN'S Service code 19 · EIN 05-6073921 P.O. BOX 9587 · PROVIDENCE, RI 029405055 | Securities Custodian | $76,205 |
O'SULLIVAN ASSOCIATES1+ years Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $26,850 |
LIPSITZ GREEN SCIME & CAMBRIA1+ years Filed as: LIPSITZ, GREEN, SCIME, CAMBRIA Service code 29 · EIN 16-0905097 42 DELAWARE AVENUE · BUFFALO, NY 14202 | Legal | $21,039 |
ENNIS HARGADON, LLC1+ years Service code 10 · EIN 47-1121653 739 PALISIDE AVENUE · CLIFFSIDE PARK, NJ 07010 | Accounting | $18,921 |
JAMES M. SHEPPARD, CPA1+ years Service code 10 · EIN 14-1753226 2 EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Accounting | $18,200 |
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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 | $0 | $49,677-100.0% | $209,859-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 3.6%-3.6pp |
| Annual return | 3.96% | 2.79%+1.2pp | 4.16%-0.2pp | 11.88%-7.9pp |
| Employer contribution / active EE | $10,554 | $10,530+0.2% | $29,966-64.8% | $14,612-27.8% |
| Participant deferral / active EE | $0 | $5,826-100.0% | $145-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $13,952-100.0% | $637-100.0% |