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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES6+ years Service code 30 · EIN 23-7218454 | Employee (plan); Direct payment from ... | $209,724 |
SAVASTA AND COMPANY, INC.6+ years Service code 11 · EIN 13-3879959 | Actuarial | $109,860 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $67,547 |
Service code 10 · EIN 34-1922005 | Accounting | $56,134 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $38,529 |
QUAN-VEST CONSULTANTS, INC.5 years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $31,250 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $28,615 |
COHEN & STEERS6+ years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $27,456 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $22,295 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $14,590 |
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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 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 16.66% | 8.91%+7.7pp | 7.32%+9.3pp | 13.24%+3.4pp |
| Employer contribution / active EE | $3,900 | $13,306-70.7% | $23,426-83.4% | $14,616-73.3% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |