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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MARSHALL AND MOSS LLP Service code 10 · EIN 11-1234741 1400 OLD COUNTRY ROAD SUITE 406 · WESTBURY, NY 11590 | Accounting | $129,933 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 13 · EIN 06-1050034 ONE PENN PLAZA · NEW YORK, NY 10119 | Contract Administrator | $68,990 |
Filed as: REYNOLDS INVESTMENT CONSULTING LLP Service code 27 · EIN 20-1899564 45 BROADWAY · NEW YORK, NY 10006 | Advisory (Plan) | $34,375 |
DONALD R VALANE CPA PC1 year Service code 10 · EIN 11-3496023 1652 FALMOUTH AVENUE · NEW HYDE PARK, NY 11040 | Accounting | $18,500 |
Filed as: BARNES IACCARINO AND SHEPARD LLP Service code 29 · EIN 26-3852697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $15,300 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 06-0839113 333 WEST 34 STREET 3 FLOOR · NEW YORK, NY 10001 | Actuarial | $14,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,203 | $91,517-27.7% | $101,275-34.6% | $73,412-9.8% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 12.37% | 17.17%-4.8pp | 46.48%-34.1pp | 59.30%-46.9pp |
| Employer contribution / active EE | $3,307 | $2,877+14.9% | $3,660-9.7% | $2,234+48.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $287 | $216+33.0% | $5,948-95.2% | $158+81.8% |