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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 | Other Services | $90,799 |
Service code 12 · EIN 39-6071399 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping fees; Participant commu... | $59,008 |
MPC CAPITAL ADVISORS LLC5+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $17,863 |
MARVIN AND COMPANY, P.C.5+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $14,198 |
BLITMAN & KING1 year Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 121102424 | Legal | $13,758 |
ISSI3 years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $11,241 |
BOLTON PARTNERS, INC.1 year Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 9000 MIDLANTIC DRIVE SUITE 100 · MT LAUREL, NJ 08054 | Actuarial | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,795 | $81,719-30.5% | $101,271-43.9% | $90,274-37.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 5.73% | 337.64%-331.9pp | 46.48%-40.8pp | 53.97%-48.2pp |
| Employer contribution / active EE | $7,337 | $3,622+102.5% | $3,660+100.4% | $2,523+190.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,371-100.0% | $4,231-100.0% |
| Admin fee / account holder | $192 | $162+18.4% | $5,948-96.8% | $114+68.0% |