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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP5+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $237,152 |
SEI INVESTMENTS5+ years Filed as: SEI TRUST COMPANY INTECH ENH PLUS Service code 28 · EIN 06-1271230 | Investment Management | $234,695 |
ASB CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0618452 | Investment Management | $176,008 |
JAMES A. REICHERT5+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $132,389 |
KOBGO ASSOCIATES5+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $128,784 |
CAROLE PESIRI5+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $124,105 |
ATALANTA SOSNOFF5+ years Service code 28 · EIN 20-0461050 | Investment Management | $118,236 |
BJ DEONARAIN3 years Service code 30 · EIN 13-3208565 | Employee (plan) | $78,531 |
Filed as: QUANVEST CONSULTANT Service code 27 · EIN 11-2559669 | Advisory (Plan) | $72,325 |
WILLIAM ROTHBERG, ESQ.5+ years Service code 29 · EIN 11-2621686 | Legal | $59,244 |
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Annual investment return 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 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 4.33% | 9.48%-5.1pp | 9.52%-5.2pp | 12.86%-8.5pp |
| Employer contribution / active EE | $12,289 | $12,808-4.1% | $41,951-70.7% | $13,687-10.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |