Plan Snapshot
- Plan Sponsor: Island Peer Review Organization, INC.
- Sponsor EIN: 112662689
- Sponsor Address: 300 JERICHO QUADRANGLE, JERICHO, NY, 11753
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 431
- Total Assets: $69.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 431 | $69.2M | $0 | $0 |
| 2024 | 344 | $63.4M | $0 | $2.7M |
| 2023 | 313 | $56.9M | $0 | $2.3M |
| 2022 | 296 | $47.8M | $0 | $2.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $62,959 | — | $62,959 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,959
- Estimated Expense Ratio: 0.091% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $6,321,793 | — | — | — | — |
| 2024 | $71,825 | — | — | — | — |
| 2023 | $62,002 | — | — | — | — |
| 2022 | $57,286 | — | $57,286 | — | — |