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| Provider | Service type | Compensation |
|---|---|---|
ROSA MARIA TONEATTO3+ years Service code 30 · EIN 13-5676829 | Direct payment from the plan; Employe... | $96,630 |
VIRGINIA & AMBINDER, LLP3+ years Service code 29 · EIN 13-4166736 | Legal | $86,307 |
TERRI GILLMAN3+ years Service code 30 · EIN 13-5676829 | Direct payment from the plan; Employe... | $62,529 |
Filed as: MARSHALL & MOSS PAYROLL SERVICES LL Service code 10 · EIN 04-3652965 | Accounting | $54,774 |
BASIL CASTROVINCI ASSOCIATES INC3+ years Filed as: BASIL CASTROVINCI ASSOCIATES INC. Service code 11 · EIN 13-2831500 | Actuarial | $44,421 |
Filed as: PRUDENTIAL INSURANCE CO Service code 21 · EIN 22-1211670 | Bank Trustee | $39,389 |
BENESYS, INC.3+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $39,317 |
SYNDE SALEM-COHEN3+ years Service code 30 · EIN 13-5676829 | Direct payment from the plan; Employe... | $38,118 |
MARBLE INDUSTRY TRUST FUND3+ years Filed as: MARBLE INDUSTRY TRUST FUNDS Service code 29 · EIN 13-6118206 | Legal | $33,054 |
LITA STARLING VITA3+ years Service code 30 · EIN 13-5676829 | Direct payment from the plan; Employe... | $32,881 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 10.95% | 12.23%-1.3pp | 10.36%+0.6pp | 13.95%-3.0pp |
| Employer contribution / active EE | $7,852 | $18,059-56.5% | $37,738-79.2% | $16,598-52.7% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |