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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF9+ years Service code 28 · EIN 20-0461050 | Investment Management | $253,271 |
COLLERAN, O'HARA & MILLS LLP9+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $236,821 |
KOBGO ASSOCIATES9+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $199,968 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $161,732 |
JAMES A. REICHERT9+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $158,772 |
ANDREW FAIR, ESQ.3 years Filed as: ANDREW BREW Service code 30 · EIN 13-3473497 | Employee (plan) | $144,408 |
CAROLE PESIRI9+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $139,090 |
BJ DEONARAIN7 years Service code 30 · EIN 13-3208565 | Employee (plan) | $121,450 |
GOULD, KOBRICK & SCHLAPP, P.C.9+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 | Accounting | $100,175 |
Service code 29 · EIN 11-2621686 | Legal | $92,744 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.22% | 5.34%+7.9pp | 9.17%+4.0pp | 9.30%+3.9pp |
| Employer contribution / active EE | $13,581 | $9,329+45.6% | $40,523-66.5% | $12,551+8.2% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |