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| Provider | Service type | Compensation |
|---|---|---|
ROSA MARIA TONEATTO10+ years Service code 30 · EIN 13-5676829 | Employee (plan) | $115,588 |
MARBLE INDUSTRY TRUST FUND10+ years Filed as: MARBLE INDUSTRY TRUST FUNDS Service code 29 · EIN 13-6118206 | Legal | $76,582 |
TERRI GILLMAN10+ years Service code 30 · EIN 13-5676829 | Employee (plan) | $74,560 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $61,540 |
SYNDE SALEM-COHEN10+ years Service code 30 · EIN 13-5676829 | Employee (plan) | $60,077 |
Filed as: BASIL CASTROVINCI ASSOCIATES, INC. Service code 11 · EIN 13-2831500 | Actuarial | $50,707 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL TRUST CO Service code 21 · EIN 23-6994310 | Bank Trustee | $36,978 |
VIRGINIA & AMBINDER, LLP10+ years Service code 29 · EIN 13-4166736 | Legal | $35,967 |
Filed as: GOULD KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 13-3082707 | Accounting | $25,500 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $23,503 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.27% | 11.08%+0.2pp | 8.10%+3.2pp | 8.76%+2.5pp |
| Employer contribution / active EE | $5,035 | $13,910-63.8% | $28,649-82.4% | $16,650-69.8% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |