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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY (EASTERN STATES),INC Service code 11 · EIN 13-1835864 | Actuarial | $64,459 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL COLLECTIVE INVEST. Service code 28 · EIN 26-3761443 | Investment Management | $64,338 |
ROTHMAN, ROCCO, LARUFFA, LLP2 years Filed as: ROTHMAN ROCCO LARUFFA Service code 10 · EIN 47-5401457 | Accounting | $40,552 |
DIANA PUGLISI5+ years Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $39,671 |
SHARON HUANG5+ years Filed as: SHARON DIMARIA Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $35,277 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $27,508 |
CAMILLE LUISI1 year Filed as: CAMILLE ARNOLD Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $25,256 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $23,712 |
REYNOLDS CONSULTING SERVICES5+ years Filed as: REYNOLDS CONSULTING SERVICE, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $17,215 |
Service code 29 · EIN 20-2402280 | Legal | $16,841 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $177,834-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 1.2%-1.2pp | 39.5%-39.5pp | 1.2%-1.2pp |
| Annual return | 20.72% | 53.27%-32.5pp | 11.67%+9.1pp | 53.27%-32.5pp |
| Employer contribution / active EE | $7,411 | $14,774-49.8% | $28,376-73.9% | $14,774-49.8% |
| Participant deferral / active EE | $0 | $1,259-100.0% | $46-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $15,617-100.0% | $13,289-100.0% |