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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES7+ years Service code 30 · EIN 23-7218454 | Direct payment from the plan; Employe... | $226,545 |
SAVASTA AND COMPANY, INC.7+ years Service code 11 · EIN 13-3879959 | Actuarial | $112,380 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $100,739 |
Service code 10 · EIN 34-1922005 | Accounting | $59,767 |
BENESYS, INC.7+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $40,089 |
COHEN & STEERS1 year Filed as: COHEN, WEISS SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $38,884 |
QUAN-VEST CONSULTANTS, INC.6 years Filed as: QUAN-VEST Service code 27 · EIN 11-2559669 | Advisory (Plan) | $32,500 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $31,343 |
WHITESTAR ADVISORS, LLC1 year Service code 49 · EIN 03-0496641 | Other Services | $28,576 |
AMALGAMATED BANK7+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $24,861 |
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Employer contribution per participant 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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -9.63% | 1.88%-11.5pp | -5.12%-4.5pp | 2.77%-12.4pp |
| Employer contribution / active EE | $3,593 | $8,732-58.9% | $31,020-88.4% | $15,262-76.5% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |