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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ATLANTA CAPITAL MANAGEMENT INV Service code 28 · EIN 58-2236910 | Investment Management | $234,937 |
Service code 28 · EIN 95-2834236 | Investment Management | $127,485 |
BAAB & DENNISON LLP3+ years Service code 29 · EIN 75-2344325 | Legal | $54,136 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $48,146 |
Filed as: DENNIS G JENKINS CPA LLC Service code 10 · EIN 20-5886120 | Accounting | $28,503 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $19,651 |
ALBERT LEVY, P.C.1 year Filed as: ALBERT LEVY PC Service code 29 · EIN 75-2653991 | Legal | $13,860 |
FRINGE BENEFIT CONSULTING3+ years Service code 16 2870 HEMPSTEAD TURNPIKE STE 102 · LEVITTOWN, NY 11756 | Consulting | $12,394 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,292-100.0% | $71,671-100.0% | $77,958-100.0% |
| Participation rate | 0.0% | 67.4%-67.4pp | 68.7%-68.7pp | 71.6%-71.6pp |
| Annual return | 17.11% | 21.25%-4.1pp | 20.65%-3.5pp | 20.87%-3.8pp |
| Employer contribution / active EE | $2,409 | $2,085+15.5% | $2,460-2.1% | $2,310+4.3% |
| Participant deferral / active EE | $647 | $3,008-78.5% | $3,438-81.2% | $3,537-81.7% |
| Admin fee / account holder | $0 | $84-100.0% | $5,558-100.0% | $97-100.0% |