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| Provider | Service type | Compensation |
|---|---|---|
PITTA LLP5 years Service code 29 120 BROADWAY, STE 2800 · NEW YORK, NY 10271 | Legal | $104,301 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2466110 333 WEST 34TH STREET 5TH FL · NEW YORK, NY 10001 | Advisory (Plan) | $30,000 |
STATE STREET GLOBAL ADVISORS10+ years Service code 18 · EIN 04-1867445 1600 SUMMER ST. STE 3 · STAMFORD, CT 06905 | Investment management fees paid direc... | $15,717 |
ROGOFF & COMPANY PC10+ years Service code 10 · EIN 13-2688836 355 LEXINGTON AVE, 6TH FL · NEW YORK, NY 10017 | Accounting | $9,000 |
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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 | $52,198-100.0% | $124,814-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 11.0%-11.0pp |
| Annual return | 8.75% | 11.79%-3.0pp | 10.52%-1.8pp | 8.21%+0.5pp |
| Employer contribution / active EE | $25,729 | $19,735+30.4% | $26,749-3.8% | $13,837+85.9% |
| Participant deferral / active EE | $634 | $28+2200.0% | $122+421.1% | $62+931.2% |
| Admin fee / account holder | $0 | $1,652-100.0% | $129-100.0% | $1,652-100.0% |