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| Provider | Service type | Compensation |
|---|---|---|
SAVASTA AND COMPANY, INC.3+ years Filed as: SAVASTA AND COMPANY Service code 11 · EIN 13-3879959 | Actuarial | $43,379 |
ATALANTA SOSNOFF3+ years Filed as: ATALANTA AND SOSNOFF Service code 28 · EIN 20-0461050 | Investment Management | $34,620 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $22,773 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS Service code 27 · EIN 11-2559669 | Advisory (Plan) | $16,000 |
Service code 29 · EIN 41-2043615 | Legal | $7,515 |
MADON MALIN PC3+ years Filed as: MADON MALIN, PC Service code 29 · EIN 13-3509284 | Legal | $7,000 |
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,619 |
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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 | $44,091-100.0% | $186,737-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 31.3%-31.3pp | 4.5%-4.5pp |
| Annual return | 19.52% | 13.95%+5.6pp | 7.90%+11.6pp | 13.95%+5.6pp |
| Employer contribution / active EE | $5,103 | $16,598-69.3% | $41,695-87.8% | $16,598-69.3% |
| Participant deferral / active EE | $0 | $511-100.0% | $47-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $811-100.0% | $612-100.0% |