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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 90-0127434 18 AVIS DRIVE · LATHAM, NY 12110 | Other Services | $227,676 |
Service code 12 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Direct payment from the plan; Sales l... | $92,420 |
MPC CAPITAL ADVISORS LLC7+ years Service code 27 · EIN 27-2136582 622 THIRD AVENUE 38TH FLOOR · NEW YORK, NY 10017 | Advisory (Plan) | $27,474 |
BLITMAN & KING3 years Service code 29 · EIN 16-1047304 800 TROY SCHENECTADY RD, 2ND FLOOR · LATHAM, NY 121102424 | Legal | $15,405 |
MARVIN AND COMPANY, P.C.7+ years Service code 10 · EIN 14-1567343 11 BRITISH AMERICAN BLVD. · LATHAM, NY 12110 | Accounting | $12,762 |
ISSI5 years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS SUITE 400 · CHERRY HILL, NJ 08002 | Consulting | $7,474 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,835 | $76,774+1.4% | $112,258-30.7% | $77,906-0.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -8.54% | -10.25%+1.7pp | 27.47%-36.0pp | 12.16%-20.7pp |
| Employer contribution / active EE | $8,714 | $3,977+119.1% | $3,636+139.7% | $2,846+206.1% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,805-100.0% |
| Admin fee / account holder | $231 | $239-3.3% | $6,411-96.4% | $133+74.3% |