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| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM2+ years Service code 28 · EIN 59-1498196 | Investment Management | $418,900 |
ATALANTA SOSNOFF1 year Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $258,683 |
Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $193,157 |
OLD GLORY ASSET MANAGEMENT2+ years Service code 28 · EIN 90-0065134 | Investment Management | $108,917 |
MARK NARDELLA1 year Filed as: MARK GOODMAN Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $96,780 |
MARIA DANYLUK2+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $94,232 |
JOSEPH STERN CPA2+ years Service code 10 · EIN 11-2767324 | Accounting | $83,091 |
CARMEN COOPER2+ years Filed as: CARMEN PEREZ Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $79,826 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $60,833 |
JEFFERY S. DUBIN, P.C.2+ years Filed as: JEFFERY S. DUBIN, ESQ. Service code 29 · EIN 45-4939702 | Legal | $59,974 |
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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 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.78% | 16.32%+0.5pp | 9.39%+7.4pp | 16.32%+0.5pp |
| Employer contribution / active EE | $1,573 | $12,766-87.7% | $33,466-95.3% | $12,766-87.7% |
| Participant deferral / active EE | $0 | $800-100.0% | $657-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |