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| Provider | Service type | Compensation |
|---|---|---|
LAWRENCE S. FISCHER, CPA1 year Service code 10 · EIN 52-2326815 92 DOSORIS LANE · GLEN COVE, NY 11542 | Accounting | $26,500 |
ANDREW FAIR, ESQ.1 year Filed as: ANDREW FAIR, ESQ Service code 20 · EIN 20-3322400 16 INTERLAKEN DR · EASTCHESTER, NY 10709 | Trustee (individual) | $14,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,727 | $42,772-88.9% | $87,502-94.6% | $55,167-91.4% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.8%+26.2pp | 69.0%+31.0pp |
| Annual return | -1.63% | 21.20%-22.8pp | 12.21%-13.8pp | 169.23%-170.9pp |
| Employer contribution / active EE | $3,546 | $1,277+177.7% | $2,550+39.1% | $1,963+80.7% |
| Participant deferral / active EE | $328 | $2,342-86.0% | $3,149-89.6% | $3,054-89.3% |
| Admin fee / account holder | $62 | $461-86.6% | $4,221-98.5% | $504-87.8% |