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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES4+ years Service code 30 · EIN 23-7218454 | Employee (plan); Direct payment from ... | $202,059 |
SAVASTA AND COMPANY, INC.4+ years Service code 11 · EIN 13-3879959 | Actuarial | $108,060 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $77,078 |
COHEN & STEERS4+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $44,398 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $40,542 |
QUAN-VEST CONSULTANTS, INC.3 years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,000 |
BENESYS, INC.4+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $25,565 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $21,155 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $21,011 |
VANDERBILT SECURITIES LLC4+ years Filed as: VANDERBILT CAPITAL ADVISORS Service code 28 · EIN 13-3796861 | Investment Management | $20,244 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 2.06% | 221.56%-219.5pp | 29.77%-27.7pp | 53.27%-51.2pp |
| Employer contribution / active EE | $3,724 | $12,096-69.2% | $33,607-88.9% | $14,774-74.8% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |