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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES3+ years Service code 30 · EIN 23-7218454 | Employee (plan); Direct payment from ... | $202,890 |
SAVASTA AND COMPANY, INC.3+ years Service code 11 · EIN 13-3879959 | Actuarial | $103,039 |
SYSTEMATIC FINANCIAL MANAGEMENT3+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $75,468 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN Service code 10 · EIN 22-2027092 | Accounting | $71,113 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $55,491 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $40,532 |
QUAN-VEST CONSULTANTS, INC.2 years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,000 |
VANDERBILT SECURITIES LLC3+ years Filed as: VANDERBILT CAPITAL ADVISORS Service code 28 · EIN 13-3796861 | Investment Management | $19,555 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $19,157 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $18,962 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 6.82% | 7.01%-0.2pp | 12.68%-5.9pp | 0.19%+6.6pp |
| Employer contribution / active EE | $3,718 | $12,638-70.6% | $22,860-83.7% | $13,763-73.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |