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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $43,303 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-0461050 | Investment Management | $34,375 |
Filed as: STEINBERG STECKLER PICCIURRO PC Service code 10 · EIN 13-2665700 | Accounting | $21,843 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $15,875 |
Service code 29 · EIN 41-2043615 | Legal | $8,155 |
MADON MALIN PC2+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,724 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,159 |
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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 | $49,677-100.0% | $176,816-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 39.2%-39.2pp | 3.6%-3.6pp |
| Annual return | 3.14% | 11.88%-8.7pp | 2.89%+0.3pp | 11.88%-8.7pp |
| Employer contribution / active EE | $5,003 | $14,612-65.8% | $39,831-87.4% | $14,612-65.8% |
| Participant deferral / active EE | $0 | $518-100.0% | $99-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $478-100.0% | $637-100.0% |