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| Provider | Service type | Compensation |
|---|---|---|
SMITH GRAHAM5 years Filed as: SMITH GRAHAM AND CO. Service code 28 · EIN 59-1498196 | Investment Management | $380,832 |
Filed as: STACEY BRAUN ASSOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $330,527 |
ATALANTA SOSNOFF7 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $305,724 |
OLD GLORY ASSET MANAGEMENT8+ years Service code 28 · EIN 90-0065134 | Investment Management | $210,237 |
MARIA DANYLUK8+ years Filed as: MARIA BANCHS Service code 30 · EIN 13-5673836 | Employee (plan) | $113,416 |
DIANA SOLTREN8+ years Service code 30 · EIN 13-5673836 | Employee (plan) | $102,345 |
MARC GOODMAN8+ years Service code 30 · EIN 13-5673836 | Employee (plan) | $94,811 |
AMALGAMATED BANK8+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $90,447 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 28 · EIN 34-1542819 | Investment Management | $65,000 |
JEFFERY S. DUBIN, P.C.5 years Service code 29 · EIN 45-4939702 | Legal | $59,674 |
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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 | $163,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.9%-15.9pp | 0.0%0pp |
| Annual return | 8.23% | 33.11%-24.9pp | 9.36%-1.1pp | 33.11%-24.9pp |
| Employer contribution / active EE | $1,417 | $9,000-84.3% | $31,270-95.5% | $9,000-84.3% |
| Participant deferral / active EE | $0 | $680-100.0% | $263-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $9,460-100.0% | - |