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| Provider | Service type | Compensation |
|---|---|---|
ATALANTA SOSNOFF10+ years Service code 28 · EIN 20-0461050 | Investment Management | $317,599 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: HOLM & OHARA Service code 29 · EIN 13-3591118 | Legal | $266,606 |
KOBGO ASSOCIATES10+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 | Accounting | $178,600 |
JAMES A. REICHERT10+ years Filed as: JAMES TIERNEY Service code 30 · EIN 13-3208565 | Employee (plan) | $166,214 |
CAROLE PESIRI10+ years Service code 30 · EIN 13-3208565 | Employee (plan) | $145,565 |
ASB CAPITAL MANAGEMENT10+ years Service code 20 · EIN 80-0618452 | Investment management; Trustee (bank,... | $144,641 |
ANDREW FAIR, ESQ.4 years Filed as: ANDREW BREW Service code 30 · EIN 13-3473497 | Employee (plan) | $134,710 |
BJ DEONARAIN8 years Service code 30 · EIN 13-3208565 | Employee (plan) | $127,393 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $121,786 |
Service code 29 · EIN 11-2621686 | Legal | $117,750 |
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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 9.93% | 10.05%-0.1pp | 9.15%+0.8pp | 8.73%+1.2pp |
| Employer contribution / active EE | $13,657 | $14,926-8.5% | $26,409-48.3% | $14,479-5.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $266-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |