Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM1 year Filed as: SMITH GRAHAM AND CO. Service code 28 · EIN 59-1498196 | Investment Management | $368,581 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $319,962 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $242,362 |
OLD GLORY ASSET MANAGEMENT4+ years Service code 28 · EIN 90-0065134 | Investment Management | $172,141 |
MARIA DANYLUK4+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Direct payment from the plan; Employe... | $94,013 |
JEFFERY S. DUBIN, P.C.1 year Service code 29 · EIN 45-4939702 | Legal | $92,061 |
AMALGAMATED BANK4+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $83,207 |
CARMEN COOPER4+ years Filed as: CARMEN PEREZ Service code 30 · EIN 13-5673836 | Employee (plan); Direct payment from ... | $82,285 |
PITTA LLP3 years Service code 29 · EIN 26-3852082 | Legal | $80,541 |
ADP BROKER-DEALER2 years Filed as: AUTOMATIC DATA PROCESSING Service code 15 · EIN 22-1467904 | Recordkeeping | $73,387 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $161,646-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 9.99% | 1023.85%-1013.9pp | 12.93%-2.9pp | 1023.85%-1013.9pp |
| Employer contribution / active EE | $1,750 | $11,605-84.9% | $35,210-95.0% | $11,605-84.9% |
| Participant deferral / active EE | $0 | $275-100.0% | $458-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $4,659-100.0% | - |