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| Provider | Service type | Compensation |
|---|---|---|
ANDREW FAIR, ESQ.2 years Filed as: ANDREW FAIR, ESQ Service code 20 · EIN 20-3322400 16 INTERLAKEN DR · EASTCHESTER, NY 10709 | Trustee (individual) | $14,400 |
COSTAROTHBORT LLC1 year Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $8,500 |
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.
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 | $0 | $43,411-100.0% | $94,993-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 64.4%-64.4pp | 73.9%-73.9pp | 70.7%-70.7pp |
| Annual return | 11.33% | 22.54%-11.2pp | 27.14%-15.8pp | 27571.02%-27559.7pp |
| Employer contribution / active EE | $1,954 | $1,202+62.6% | $2,603-24.9% | $2,032-3.8% |
| Participant deferral / active EE | $153 | $2,384-93.6% | $3,317-95.4% | $3,224-95.3% |
| Admin fee / account holder | $0 | $87-100.0% | $4,960-100.0% | $110-100.0% |