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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY (EASTERN STATES),INC Service code 16 · EIN 13-1835864 | Consulting | $62,435 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL COLLECTIVE INVEST. Service code 28 · EIN 26-3761443 | Investment Management | $55,829 |
DIANA PUGLISI6+ years Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $42,502 |
Service code 28 · EIN 13-2889432 | Investment Management | $41,023 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Filed as: ROTHMAN ROCCO LARUFFA Service code 10 · EIN 47-5401457 | Accounting | $38,593 |
SHARON HUANG6+ years Filed as: SHARON DIMARIA Service code 30 · EIN 11-1880353 | Employee (plan); Direct payment from ... | $37,614 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $29,223 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $28,117 |
CAMILLE LUISI2 years Filed as: CAMILLE ARNOLD Service code 30 · EIN 11-1880353 | Direct payment from the plan; Employe... | $26,764 |
BENESYS, INC.1 year Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2180279 | Recordkeeping | $24,560 |
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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 | $2,822,362-100.0% | $161,673-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 41.7%-41.7pp | 0.6%-0.6pp |
| Annual return | 13.01% | 11.45%+1.6pp | 9.65%+3.4pp | 11.45%+1.6pp |
| Employer contribution / active EE | $7,104 | $17,219-58.7% | $27,458-74.1% | $17,219-58.7% |
| Participant deferral / active EE | $0 | $357-100.0% | $33-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $23,561-100.0% | $15,480-100.0% |