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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES5+ years Service code 30 · EIN 23-7218454 | Direct payment from the plan; Employe... | $205,941 |
SAVASTA AND COMPANY, INC.5+ years Service code 11 · EIN 13-3879959 | Actuarial | $108,060 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $61,150 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $47,478 |
QUAN-VEST CONSULTANTS, INC.4 years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $30,000 |
Service code 10 · EIN 34-1922005 | Accounting | $27,388 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $23,322 |
COHEN & STEERS5+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $20,980 |
AMALGAMATED BANK5+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $20,877 |
VANDERBILT SECURITIES LLC5+ years Filed as: VANDERBILT CAPITAL ADVISORS Service code 28 · EIN 13-3796861 | Investment Management | $17,972 |
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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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 7.69% | 13.15%-5.5pp | -2.84%+10.5pp | 11.45%-3.8pp |
| Employer contribution / active EE | $3,693 | $23,714-84.4% | $33,329-88.9% | $17,219-78.6% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |