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| Provider | Service type | Compensation |
|---|---|---|
ANDREW FAIR, ESQ.5 years Filed as: ANDREW FAIR, ESQ Service code 20 · EIN 20-3322400 16 INTERLAKEN DR · EASTCHESTER, NY 10709 | Trustee (individual) | $14,400 |
COSTAROTHBORT LLC4 years Service code 10 · EIN 46-5286678 445 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Accounting | $0 |
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 | $15,365 | $51,447-70.1% | $104,614-85.3% | $73,412-79.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.1%+25.9pp | 72.2%+27.8pp |
| Annual return | 17.86% | 25.06%-7.2pp | 340.56%-322.7pp | 59.30%-41.4pp |
| Employer contribution / active EE | $2,583 | $1,441+79.2% | $2,681-3.7% | $2,234+15.6% |
| Participant deferral / active EE | $401 | $3,058-86.9% | $3,739-89.3% | $3,806-89.5% |
| Admin fee / account holder | $161 | $122+31.7% | $6,464-97.5% | $158+1.7% |