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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $107,673 |
Filed as: MARSHALL AND MOSS Service code 14 · EIN 81-2845805 | Plan Administrator | $66,490 |
THE LAMBOS FIRM, LLP3+ years Filed as: THE LAMBOS FIRM Service code 29 · EIN 13-3864093 | Legal | $60,834 |
MARRINAN & MAZZOLA MARDON P.C.3+ years Filed as: MARRINAN AND MAZZOLA MARDON Service code 29 · EIN 13-3330633 | Legal | $46,757 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS SECURITY Service code 27 · EIN 20-1899564 | Advisory (Plan) | $25,823 |
Filed as: PERFECT PRINTING Service code 49 34 EAST MAIN STREET, 396 · SMITHTOWN, NY 11787 | Other Services | $14,125 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $14,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,534 | $78,339-91.7% | $85,693-92.4% | $93,010-93.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 12.96% | 21.17%-8.2pp | 21.49%-8.5pp | 158.70%-145.7pp |
| Employer contribution / active EE | $3,926 | $2,560+53.4% | $2,618+50.0% | $2,705+45.1% |
| Participant deferral / active EE | $173 | $3,882-95.5% | $3,923-95.6% | $4,561-96.2% |
| Admin fee / account holder | $117 | $104+12.4% | $6,874-98.3% | $152-23.0% |