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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $237,926 |
ASB CAPITAL MANAGEMENT8+ years Service code 28 · EIN 80-0618452 | Investment Management | $195,854 |
KOBGO ASSOCIATES8+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $165,449 |
ATALANTA SOSNOFF8+ years Service code 28 · EIN 20-0461050 | Investment Management | $158,472 |
SEI INVESTMENTS8+ years Filed as: SEI TRUST COMPANY INTECH ENH PLUS Service code 28 · EIN 06-1271230 | Investment Management | $157,567 |
JAMES A. REICHERT8+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $150,539 |
ANDREW FAIR, ESQ.2 years Filed as: ANDREW BREW Service code 30 · EIN 13-3473497 | Employee (plan) | $137,656 |
CAROLE PESIRI8+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $135,158 |
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $118,850 |
BJ DEONARAIN6 years Service code 30 · EIN 13-3208565 | Employee (plan) | $113,225 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 5.22% | 8.84%-3.6pp | 12.68%-7.5pp | 9.11%-3.9pp |
| Employer contribution / active EE | $15,803 | $8,705+81.5% | $41,626-62.0% | $12,231+29.2% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |