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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 | Other Services | $111,602 |
Service code 12 · EIN 39-6071399 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Sales loads (front end and deferred);... | $50,365 |
MPC CAPITAL ADVISORS LLC3+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $16,507 |
MARVIN AND COMPANY, P.C.3+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $8,367 |
ROBERT S. CATAPANO-FRIEDMAN3+ years Filed as: ROBERT CATAPANO-FRIEDMAN, P.C. Service code 29 · EIN 14-1765503 11 NO. PEARL ST. SUITE 1609 BOX 45 · ALBANY, NY 12207 | Legal | $6,521 |
ISSI1 year Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $5,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,617 | $56,443-12.1% | $83,830-40.8% | $55,725-11.0% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 8.96% | 393.67%-384.7pp | 850.97%-842.0pp | 244.93%-236.0pp |
| Employer contribution / active EE | $6,607 | $2,682+146.4% | $3,631+81.9% | $2,078+217.9% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $124 | $156-20.8% | $5,479-97.7% | $115+7.4% |