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| Provider | Service type | Compensation |
|---|---|---|
CITIZENS BANK2+ years Filed as: RBS CITIZEN'S Service code 19 · EIN 05-6073921 P.O. BOX 9587 · PROVIDENCE, RI 029405055 | Securities Custodian | $82,157 |
O'SULLIVAN ASSOCIATES2+ years Service code 11 · EIN 20-8199367 1236 BRACE ROAD UNIT E · CHERRY HILL, NJ 08034 | Actuarial | $31,625 |
D'ARCANGELO & CO., LLP1 year Service code 10 · EIN 13-2550103 120 LOMOND COURT · UTICA, NY 13502 | Accounting | $15,940 |
JAMES M. SHEPPARD, CPA2+ years Service code 10 · EIN 14-1753226 2 EXECUTIVE PARK DRIVE · CLIFTON PARK, NY 12065 | Accounting | $12,100 |
LIPSITZ GREEN SCIME & CAMBRIA2+ years Filed as: LIPSITZ, GREEN, SCIME, CAMBRIA Service code 29 · EIN 16-0905097 42 DELAWARE AVENUE · BUFFALO, NY 14202 | Legal | $6,385 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 7.82% | 11.09%-3.3pp | 8.32%-0.5pp | 13.95%-6.1pp |
| Employer contribution / active EE | $11,319 | $10,980+3.1% | $30,793-63.2% | $16,598-31.8% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |