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| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEES8+ years Service code 30 · EIN 23-7218454 | Employee (plan); Direct payment from ... | $219,944 |
COHEN & STEERS1 year Filed as: COHEN, WEISS, SIMON, LLP Service code 29 · EIN 13-1592323 | Legal | $118,278 |
SAVASTA AND COMPANY, INC.8+ years Service code 11 · EIN 13-3879959 | Actuarial | $112,380 |
WITHUMSMITH+BROWN, PC5 years Service code 10 · EIN 22-2027092 | Accounting | $74,572 |
Service code 10 · EIN 34-1922005 | Accounting | $60,865 |
WHITESTAR ADVISORS, LLC2 years Service code 49 · EIN 03-0496641 | Other Services | $52,629 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 · EIN 23-2182079 | Recordkeeping | $37,914 |
QUAN-VEST CONSULTANTS, INC.7 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 | $24,876 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $22,493 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 7.62% | 8.00%-0.4pp | 7.69%-0.1pp | 37.74%-30.1pp |
| Employer contribution / active EE | $3,592 | $15,902-77.4% | $28,501-87.4% | $15,788-77.3% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |