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| Provider | Service type | Compensation |
|---|---|---|
SCHULTHEIS & PANETTIERI, LLP7+ years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $488,390 |
ANNE DESROSIERS6 years Filed as: ANNE ZEISLER Service code 30 · EIN 13-1849172 | Direct payment from the plan; Employe... | $398,370 |
WINMILL SOFTWARE INC4 years Service code 16 · EIN 52-2247044 | Consulting | $387,739 |
PROSKAUER ROSE LLP7+ years Service code 29 · EIN 13-1840454 | Legal | $317,566 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $310,000 |
SYNTONIC SYSTEMS, INC.4 years Filed as: SYNTONIC SYSTEMS INC Service code 16 · EIN 13-2925049 | Consulting | $276,000 |
Filed as: JP MORGAN CHASE BANK NA Service code 24 · EIN 13-4994650 | Discretionary Trustee | $260,830 |
SPIVAK LIPTON LLP7+ years Service code 29 · EIN 13-3494495 | Legal | $241,172 |
THE SEGAL COMPANY7+ years Filed as: JOEL SEGAL Service code 30 · EIN 13-1849172 | Employee (plan); Direct payment from ... | $226,142 |
SUNTRUST BANKS, INC.7+ years Filed as: SCOTT TRIVIGNO Service code 30 · EIN 13-1849172 | Employee (plan); Direct payment from ... | $219,565 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $439,512-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.8%-26.8pp | 0.0%0pp |
| Annual return | 10.98% | 13.51%-2.5pp | 9.07%+1.9pp | 13.51%-2.5pp |
| Employer contribution / active EE | $2,644 | $8,170-67.6% | $46,116-94.3% | $8,170-67.6% |
| Participant deferral / active EE | $0 | $488-100.0% | $107-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $147,323-100.0% | - |